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WisdomTree U.S. AI Enhanced Value Fund (AIVL) Institutional Ownership

WisdomTree U.S. AI Enhanced Value Fund logo
$113.46 -0.02 (-0.02%)
As of 07/8/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. AI Enhanced Value Fund (NYSEARCA:AIVL)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$13.65M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$20.83M
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AIVL Institutional Buying and Selling by Quarter

WisdomTree U.S. AI Enhanced Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2025Webster Bank N. A.3,030$343K0.0%-13.4%0.088%
5/20/2025Focus Partners Wealth5,855$643K0.0%-25.2%0.167%
5/20/2025Flaharty Asset Management LLC418$46K0.0%-85.1%0.012%
5/16/2025Jones Financial Companies Lllp1,325$145K0.0%+125.7%0.038%
5/16/2025Curi RMB Capital LLC15,195$1.67M0.0%-2.8%0.434%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.18,030$1.98M0.3%-17.4%0.515%
5/15/2025LGL Partners LLC2,890$317K0.2%-41.8%0.083%
5/15/2025Royal Bank of Canada35,823$3.93M0.0%+35.6%1.024%
5/15/2025MAI Capital Management16,571$1.82M0.0%-6.3%0.473%
5/14/2025Biondo Investment Advisors LLC12,733$1.40M0.2%-1.4%0.361%
5/14/2025Northwestern Mutual Wealth Management Co.2,603$286K0.0%+86,666.7%0.074%
5/14/2025Tradition Wealth Management LLC3,196$351K0.0%-9.1%0.091%
5/13/2025HighTower Advisors LLC2,271$249K0.0%N/A0.064%
5/9/2025Blair William & Co. IL2,103$231K0.0%-4.3%0.060%
5/9/2025Novus Advisors LLC3,230$355K0.4%-13.3%0.092%
5/8/2025Glassman Wealth Services357$39K0.0%N/A0.010%
5/7/2025LPL Financial LLC40,073$4.40M0.0%+3.5%1.135%
5/6/2025Cetera Investment Advisers5,439$597K0.0%-28.6%0.154%
5/6/2025Guardian Wealth Management Inc.495$54K0.0%-33.3%0.014%
5/2/2025Apollon Wealth Management LLC14,968$1.64M0.0%-1.7%0.424%
5/1/2025Key Financial Inc2,042$224K0.0%-9.6%0.058%
5/1/2025Hughes Financial Services LLC253$28K0.0%N/A0.007%
4/29/2025Envestnet Asset Management Inc.22,566$2.48M0.0%-8.7%0.639%
4/25/2025Westside Investment Management Inc.18,883$2.07M0.4%+24.5%0.535%
4/25/2025WealthBridge Capital Management LLC21,554$2.37M0.7%-0.4%0.611%
4/24/2025Jaffetilchin Investment Partners LLC88,698$9.74M0.7%+0.3%2.513%
4/22/2025Altrius Capital Management Inc3,643$400K0.1%-6.3%0.103%
4/21/2025Well Done LLC14,099$1.50M0.3%-2.6%0.399%
4/17/2025Janney Montgomery Scott LLC11,411$1.25M0.0%-2.2%0.323%
4/17/2025Brighton Jones LLC1,848$203K0.0%N/A0.052%
4/16/2025Noble Family Wealth LLC81,502$8.95M2.5%-0.2%2.309%
4/16/2025Founders Grove Wealth Partners LLC24,861$2.73M0.8%-1.0%0.704%
4/11/2025Armstrong Fleming & Moore Inc3,762$413K0.5%N/A0.107%
4/4/2025Webster Bank N. A.3,500$384K0.0%-11.4%0.099%
2/17/2025Waverly Advisors LLC4,322$460K0.0%-15.5%0.114%
2/17/2025Focus Partners Wealth7,832$834K0.0%+313.3%0.207%
2/17/2025Cetera Investment Advisers7,620$812K0.0%-7.2%0.202%
2/17/2025Cahill Financial Advisors Inc.3,785$403K0.1%-4.3%0.100%
2/17/2025Captrust Financial Advisors13,257$1.41M0.0%-2.4%0.351%
2/17/2025Bank of America Corp DE787$84K0.0%+66.7%0.021%
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2/14/2025Stifel Financial Corp2,533$270K0.0%+12.9%0.067%
2/14/2025Tower Research Capital LLC TRC 7,017$747K0.0%+72.0%0.186%
2/14/2025Curi RMB Capital LLC15,630$1.67M0.0%-8.8%0.413%
2/13/2025Jaffetilchin Investment Partners LLC88,410$9.42M0.7%+0.6%2.339%
2/13/2025Raymond James Financial Inc.22,001$2.34M0.0%N/A0.582%
2/13/2025Cerity Partners LLC7,828$834K0.0%-5.6%0.207%
2/13/2025Wells Fargo & Company MN8,821$940K0.0%-2.8%0.233%
2/12/2025Biondo Investment Advisors LLC12,908$1.38M0.2%-1.3%0.341%
2/12/2025JPMorgan Chase & Co.490$52K0.0%-99.5%0.013%
2/11/2025LPL Financial LLC38,703$4.12M0.0%-8.8%1.024%
2/7/2025Novus Advisors LLC3,725$397K0.4%N/A0.099%
2/6/2025Raymond James Financial Inc.22,001$2.34M0.0%N/A0.582%
2/5/2025Altrius Capital Management Inc3,888$414K0.1%-6.0%0.103%
2/3/2025WealthBridge Capital Management LLC21,650$2.31M0.6%-0.5%0.573%
1/30/2025Allworth Financial LP342$38K0.0%-45.6%0.009%
1/30/2025Salomon & Ludwin LLC26,333$2.81M0.3%-3.6%0.697%
1/28/2025Mezzasalma Advisors LLC2,323$247K0.1%N/A0.061%
1/24/2025Nadler Financial Group Inc.5,130$546K0.1%-10.5%0.136%
1/24/2025Spire Wealth Management4,179$445K0.0%-16.1%0.111%
1/23/2025McKinley Carter Wealth Services Inc.2,688$286K0.0%-26.0%0.071%
1/22/2025Perigon Wealth Management LLC5,943$648K0.0%+43.0%0.157%
1/17/2025Janney Montgomery Scott LLC11,664$1.24M0.0%+3.6%0.309%
1/17/2025Westside Investment Management Inc.15,163$1.62M0.3%-5.8%0.401%
1/17/2025Perfromance Wealth Partners LLC3,929$419K0.0%-3.1%0.104%
1/14/2025Founders Grove Wealth Partners LLC25,114$2.68M0.8%N/A0.664%
1/13/2025Noble Family Wealth LLC81,697$8.70M2.4%-2.2%2.161%
1/10/2025Lowe Wealth Advisors LLC641$68K0.0%-25.7%0.017%
1/10/2025ORG Partners LLC550$59K0.0%N/A0.015%
12/26/2024JPMorgan Chase & Co.4,489$500K0.0%+11.9%0.119%
11/15/2024Stifel Financial Corp2,244$250K0.0%-21.3%0.059%
11/15/2024Cladis Investment Advisory LLC2,000$223K0.2%N/A0.053%
11/15/2024Arrowroot Family Office LLC1,805$201K0.1%N/A0.048%
11/12/2024Cerity Partners LLC8,293$923K0.0%-1.8%0.219%
11/8/2024Prospera Financial Services Inc15,369$1.71M0.0%+3.2%0.407%
11/7/2024MAI Capital Management17,534$1.95M0.0%-3.1%0.464%
11/6/2024Altrius Capital Management Inc4,135$460K0.1%-3.5%0.109%
11/6/2024Mengis Capital Management Inc.1,970$219K0.0%-14.3%0.052%
11/5/2024Apollon Wealth Management LLC15,235$1.70M0.0%-1.6%0.403%
11/4/2024Jaffetilchin Investment Partners LLC87,904$9.78M0.7%+0.5%2.326%
11/4/2024Noble Family Wealth LLC83,508$9.29M2.5%-0.1%2.209%
10/24/2024Salomon & Ludwin LLC27,305$3.04M0.3%-10.8%0.722%
10/24/2024Bristlecone Advisors LLC529$59K0.0%N/A0.014%
10/23/2024Brighton Jones LLC1,842$205K0.0%N/A0.049%
10/17/2024Well Done LLC14,474$1.61M0.3%+0.7%0.383%
10/16/2024McKinley Carter Wealth Services Inc.3,630$404K0.0%-14.9%0.096%
10/11/2024 Wesbanco Bank Inc.1,969$219K0.0%N/A0.052%
10/10/2024Webster Bank N. A.3,950$440K0.0%-11.4%0.104%
10/10/2024Perfromance Wealth Partners LLC4,055$451K0.0%+19.3%0.107%
10/7/2024WealthBridge Capital Management LLC21,763$2.42M0.7%+1.4%0.576%
8/12/2024Mercer Global Advisors Inc. ADV20,817$2.08M0.0%-0.6%0.551%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
8/8/2024Envestnet Asset Management Inc.24,972$2.49M0.0%-0.5%0.661%
8/7/2024Ashton Thomas Private Wealth LLC905$90K0.0%N/A0.024%
8/7/2024Cahill Financial Advisors Inc.3,957$395K0.1%-39.5%0.105%
7/31/2024Spire Wealth Management2,643$264K0.0%-36.7%0.070%
7/31/2024Commonwealth Equity Services LLC41,230$4.12M0.0%-4.4%1.091%
7/30/2024Jaffetilchin Investment Partners LLC87,444$8.73M0.7%+0.6%2.313%
7/26/2024Salomon & Ludwin LLC30,595$3.03M0.3%-45.1%0.809%
7/24/2024White Pine Investment CO2,864$286K0.1%-85.9%0.076%
7/23/20241620 Investment Advisors Inc.475$47K0.0%N/A0.013%
7/19/2024Well Done LLC14,373$1.43M0.3%-8.2%0.380%
(Data available from 1/1/2016 forward)

AIVL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIVL shares?

During the previous two years, 98 institutional investors and hedge funds held shares of WisdomTree U.S. AI Enhanced Value Fund. The most heavily invested institutionals were Jaffetilchin Investment Partners LLC ($9.74M), Noble Family Wealth LLC ($8.95M), LPL Financial LLC ($4.40M), BKM Wealth Management LLC ($4.18M), Commonwealth Equity Services LLC ($4.12M), Royal Bank of Canada ($3.93M), and Salomon & Ludwin LLC ($2.81M).Learn more on WisdomTree U.S. AI Enhanced Value Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. AI Enhanced Value Fund's stock?

Of the 55 institutional investors that purchased WisdomTree U.S. AI Enhanced Value Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($44.00K), BKM Wealth Management LLC ($43.58K), Congress Wealth Management LLC DE ($27.94K), Founders Grove Wealth Partners LLC ($25.11K), Cerity Partners LLC ($12.24K), Royal Bank of Canada ($9.41K), and Aspen Grove Capital LLC ($8.25K).

How much institutional buying is happening at WisdomTree U.S. AI Enhanced Value Fund?

Institutional investors have bought a total of 126,988 shares in the last 24 months. This purchase volume represents approximately $13.65M in transactions.

Which of WisdomTree U.S. AI Enhanced Value Fund's major shareholders have been selling company stock?

Of the 42 institutional investors that sold WisdomTree U.S. AI Enhanced Value Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($104.00K), Salomon & Ludwin LLC ($29.43K), White Pine Investment CO ($17.38K), Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. ($3.80K), LPL Financial LLC ($3.72K), Cetera Investment Advisers ($2.78K), and Cahill Financial Advisors Inc. ($2.75K).

How much institutional selling is happening at WisdomTree U.S. AI Enhanced Value Fund?

Institutional investors have sold a total of 197,904 shares in the last 24 months. This volume of shares sold represents approximately $20.83M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 7/9/2025 by MarketBeat.com Staff
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