Go Pro
→ Buffett's Final Warning: 'The Dollar Is Going to Hell' (From Decentralized Masters) (Ad)tc pixel Free AIVL Stock Alerts

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

WisdomTree U.S. AI Enhanced Value Fund logo
$129.95 -0.48 (-0.37%)
Closing price 04:10 PM Eastern
Extended Trading
$129.94 0.00 (0.00%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$7.91M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.85M
Get AIVL Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. AI Enhanced Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AIVL Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.5,877$771K0.0%-20.6%0.184%
9/9/2026 Integrated Wealth Concepts LLC282$37K0.0%N/A0.009%
9/9/2026 NewEdge Advisors LLC3,951$518K0.0%-18.1%0.123%
9/9/2026 Baird Financial Group Inc.5,697$747K0.0%-3.4%0.177%
9/8/2026 Allworth Financial LP784$103K0.0%+177.0%0.024%
8/27/2026 Corient Private Wealth LP2,256$296K0.0%+30.5%0.070%
8/23/2026 Ameritas Advisory Services LLC597$78K0.0%N/A0.019%
8/7/2026 Trust Co. of Vermont1,800$236K0.0%N/A0.056%
7/7/2026 CoreCap Advisors LLC200$26K0.0%N/A0.006%
5/19/2026 NewEdge Advisors LLC4,597$532K0.0%-4.8%0.143%
5/18/2026 Royal Bank of Canada24,802$2.87M0.0%-30.7%0.770%
5/14/2026 Dickmeyer Boyce Financial Management Inc.6,349$735K0.4%N/A0.197%
5/13/2026 Cetera Investment Advisers5,868$679K0.0%+3.5%0.182%
5/7/2026 Decker Wealth Management LLC4,881$565K0.1%N/A0.152%
5/4/2026 Nadler Financial Group Inc.3,730$432K0.0%-8.0%0.116%
4/30/2026 Kestra Advisory Services LLC4,650$538K0.0%+24.2%0.144%
4/23/2026 Noble Family Wealth LLC88,075$10.19M2.1%-0.8%2.735%
4/23/2026 Apollon Wealth Management LLC11,593$1.34M0.0%-18.2%0.360%
4/21/2026 Sequent Planning LLC1,786$207K0.1%N/A0.055%
4/18/2026 Amarillo National Bank7,206$834K0.1%+2.5%0.224%
4/17/2026 Webster Bank N. A.2,704$313K0.0%-10.8%0.084%
3/9/2026 Corient Private Wealth LLC2,256$260K0.0%N/A0.069%
2/19/2026 Axxcess Wealth Management LLC1,763$203K0.0%N/A0.054%
2/19/2026 Corient Private Wealth LLC2,256$260K0.0%N/A0.069%
2/18/2026 NewEdge Advisors LLC4,828$555K0.0%-20.2%0.147%
2/17/2026 Cetera Investment Advisers5,667$652K0.0%+3.2%0.173%
2/17/2026 Osaic Holdings Inc.30,925$3.56M0.0%+0.5%0.943%
2/17/2026 Royal Bank of Canada35,769$4.11M0.0%-9.3%1.091%
2/16/2026MLP3 LLC3,762$433K0.5%N/A0.115%
2/16/2026 Biondo Investment Advisors LLC13,418$1.54M0.2%+5.8%0.409%
2/13/2026 Wells Fargo & Company MN10,361$1.19M0.0%+1.6%0.316%
2/12/2026 Commonwealth Equity Services LLC25,741$2.96M0.0%-15.8%0.785%
2/11/2026 Janney Montgomery Scott LLC7,528$866K0.0%-34.0%0.230%
2/11/2026 Cerity Partners LLC7,974$917K0.0%+3.3%0.243%
2/11/2026 LPL Financial LLC48,178$5.54M0.0%+17.7%1.469%
2/11/2026 O Shaughnessy Asset Management LLC8,063$927K0.0%+9.4%0.246%
2/9/2026 Prospera Financial Services Inc10,980$1.26M0.0%-5.2%0.335%
2/6/2026 Axxcess Wealth Management LLC1,763$203K0.0%N/A0.054%
2/3/2026 International Assets Investment Management LLC230$26K0.0%N/A0.007%
2/2/2026 Montag A & Associates Inc.4,228$486K0.0%+9.0%0.129%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
1/28/2026 Nadler Financial Group Inc.4,055$466K0.0%-21.0%0.124%
1/28/2026 Salomon & Ludwin LLC25,498$2.97M0.3%-1.0%0.777%
1/27/2026 Institute for Wealth Management LLC.6,936$798K0.1%-4.1%0.211%
1/23/2026 Farther Finance Advisors LLC1,111$128K0.0%N/A0.034%
1/23/2026 Bellevue Asset Management LLC1,270$146K0.1%-7.2%0.039%
1/23/2026 Westside Investment Management Inc.350$40K0.0%-98.3%0.011%
1/22/2026 Apollon Wealth Management LLC14,176$1.63M0.0%-1.1%0.432%
1/15/2026Jaffetilchin Investment Partners LLC89,862$10.33M0.6%+0.5%2.740%
1/14/2026 Spire Wealth Management2,647$304K0.0%-36.7%0.081%
1/13/2026 Well Done LLC13,125$1.51M0.2%-1.6%0.400%
1/12/2026 Founders Grove Wealth Partners LLC24,579$2.83M0.6%-0.6%0.749%
1/7/2026 Noble Family Wealth LLC88,825$10.21M2.2%-0.2%2.692%
1/1/2026 JPMorgan Chase & Co.620$71K0.0%+26.5%0.019%
11/21/2025 CIBC Bancorp USA Inc.3,765$430K0.0%N/A0.112%
11/17/2025 NewEdge Advisors LLC6,048$691K0.0%+21.7%0.181%
11/17/2025 Mariner LLC4,240$485K0.0%+13.4%0.127%
11/17/2025 Mercer Global Advisors Inc. ADV5,769$659K0.0%-14.9%0.172%
11/17/2025 Focus Partners Wealth5,100$583K0.0%-26.2%0.152%
11/17/2025 Citadel Advisors LLC23,412$2.68M0.0%+207.2%0.699%
11/17/2025 Anchor Investment Management LLC351$40K0.0%N/A0.010%
11/14/2025 Creative Planning3,507$401K0.0%+40.7%0.105%
11/14/2025 Raymond James Financial Inc.20,527$2.35M0.0%+1.2%0.613%
11/12/2025 Montag A & Associates Inc.3,878$443K0.0%-17.1%0.116%
11/10/2025 MAI Capital Management16,440$1.88M0.0%-0.8%0.491%
11/10/2025 Avant Capital LLC2,100$240K0.2%N/A0.063%
11/7/2025 Fifth Third Bancorp800$91K0.0%-11.1%0.024%
11/7/2025 WealthBridge Capital Management LLC21,099$2.41M0.6%-2.3%0.630%
11/7/2025 JPMorgan Chase & Co.620$71K0.0%+26.5%0.019%
11/5/2025 Envestnet Asset Management Inc.7,080$809K0.0%-39.9%0.211%
10/24/2025 Fingerlakes Wealth Management Inc.2,495$285K0.2%-8.1%0.074%
10/23/2025 Steigerwald Gordon & Koch Inc.1,671$191K0.0%N/A0.050%
10/21/2025 Salomon & Ludwin LLC25,755$2.97M0.3%-1.4%0.769%
10/17/2025 Institute for Wealth Management LLC.7,236$827K0.1%-8.0%0.216%
10/17/2025 Perigon Wealth Management LLC5,533$632K0.0%-5.9%0.165%
10/17/2025 Apollon Wealth Management LLC14,338$1.64M0.0%-1.5%0.428%
10/14/2025 Trust Co. of Vermont2,300$263K0.0%-15.4%0.069%
10/9/2025 Independence Bank of Kentucky625$71K0.0%-19.4%0.019%
9/4/2025 Osaic Holdings Inc.5,344$604K0.0%-29.6%0.155%
8/15/2025 Tower Research Capital LLC TRC 3,462$391K0.0%-56.5%0.100%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.7,300$825K0.1%-59.5%0.212%
8/15/2025 Curi Capital LLC18,750$2.12M0.0%+23.4%0.543%
8/14/2025 Raymond James Financial Inc.20,282$2.29M0.0%-6.7%0.588%
8/14/2025 Cerity Partners LLC7,742$875K0.0%-1.3%0.224%
8/13/2025 Baird Financial Group Inc.6,248$706K0.0%N/A0.181%
8/13/2025 Elevation Point Wealth Partners LLC362$41K0.0%N/A0.010%
8/12/2025Jaffetilchin Investment Partners LLC89,066$10.07M0.7%+0.4%2.582%
8/12/2025 Global Retirement Partners LLC12,118$1.37M0.0%N/A0.351%
8/8/2025 Cetera Investment Advisers5,606$634K0.0%+3.1%0.162%
8/7/2025 Montag A & Associates Inc.4,677$529K0.0%-5.2%0.136%
8/6/2025 Prospera Financial Services Inc11,598$1.31M0.0%-13.3%0.336%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
8/5/2025 Key Financial Inc1,837$208K0.0%-10.0%0.053%
8/5/2025 Westside Investment Management Inc.20,743$2.35M0.4%+9.9%0.601%
8/4/2025 Quaker Wealth Management LLC226$26K0.0%-200.0%0.007%
8/1/2025 Envestnet Asset Management Inc.11,773$1.33M0.0%-47.8%0.341%
7/29/2025 Salomon & Ludwin LLC26,116$2.97M0.3%-0.5%0.757%
7/25/2025 Apollon Wealth Management LLC14,562$1.65M0.0%-2.7%0.422%
7/24/2025 Mengis Capital Management Inc.1,820$206K0.0%-7.6%0.053%
7/22/2025 Noble Family Wealth LLC89,042$10.07M2.5%+9.3%2.581%
7/21/2025 Ameritas Advisory Services LLC597$67K0.0%N/A0.017%
7/18/2025 Institute for Wealth Management LLC.7,869$890K0.1%-10.1%0.228%


AIVL Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 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 ($10.33M), Noble Family Wealth LLC ($10.19M), LPL Financial LLC ($5.54M), Osaic Holdings Inc. ($3.56M), Salomon & Ludwin LLC ($2.97M), Commonwealth Equity Services LLC ($2.96M), and Royal Bank of Canada ($2.87M).Learn more on WisdomTree U.S. AI Enhanced Value Fund's institutional investors.

Of the 68 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. ($44.25K), Founders Grove Wealth Partners LLC ($25.11K), Citadel Advisors LLC ($15.79K), Global Retirement Partners LLC ($12.12K), Royal Bank of Canada ($9.41K), LPL Financial LLC ($8.61K), and Noble Family Wealth LLC ($7.54K).

Institutional investors have bought a total of 68,303 shares in the last 24 months. This purchase volume represents approximately $7.91M in transactions.

Of the 28 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: Westside Investment Management Inc. ($20.45K), Royal Bank of Canada ($14.64K), Envestnet Asset Management Inc. ($6.22K), Commonwealth Equity Services LLC ($4.84K), Janney Montgomery Scott LLC ($3.88K), Apollon Wealth Management LLC ($2.97K), and NewEdge Advisors LLC ($2.33K).

Institutional investors have sold a total of 67,862 shares in the last 24 months. This volume of shares sold represents approximately $7.85M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AIVL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel