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

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$98.35
+0.13 (+0.13%)
(As of 04/26/2024 08:52 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. AI Enhanced Value Fund (NYSEARCA:AIVL)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$22.00M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$5.19M
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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
4/27/2024 White Pine Investment CO20,241$2.06M0.6%-0.6%0.547%
4/26/2024 Augustine Asset Management Inc.2,035$207K0.1%-7.5%0.055%
4/26/2024 McKinley Carter Wealth Services Inc.4,406$448K0.0%-9.3%0.119%
4/23/2024 Wesbanco Bank Inc.1,969$200K0.0%N/A0.053%
4/23/2024 Raymond James Financial Services Advisors Inc.12,089$1.23M0.0%+27.0%0.327%
4/19/2024 Westside Investment Management Inc.17,428$1.77M0.4%-2.8%0.471%
4/16/2024 Noble Family Wealth LLC84,105$8.56M2.4%-0.4%2.273%
4/16/2024 Independence Bank of Kentucky775$79K0.0%N/A0.021%
4/16/2024 Webster Bank N. A.4,460$454K0.1%-15.8%0.121%
4/10/2024 PPS&V Asset Management Consultants Inc.4,085$416K0.3%-16.6%0.098%
4/9/2024 Lowe Wealth Advisors LLC1,083$110K0.1%-8.5%0.026%
3/8/2024ICA Group Wealth Management LLC325$31K0.0%N/A0.008%
2/15/2024Guardian Wealth Management Inc.804$77K0.1%-31.6%0.019%
2/12/2024 Robinson Smith Wealth Advisors LLC7,970$764K0.8%N/A0.192%
2/12/2024RS Crum Inc.3,415$328K0.1%-23.1%0.082%
2/12/2024Focus Financial Network Inc. ADV8,063$773K0.0%N/A0.194%
2/9/2024 Congress Wealth Management LLC DE 27,000$2.59M0.0%-3.4%0.651%
2/8/2024Janney Montgomery Scott LLC11,257$1.08M0.0%-2.2%0.271%
2/7/2024AGF Management Ltd.3,795$364K0.0%-11.6%0.091%
2/6/2024Apollon Wealth Management LLC15,586$1.50M0.1%+0.9%0.376%
2/6/2024Benjamin F. Edwards & Company Inc.312$30K0.0%-58.7%0.008%
2/6/2024SouthState Corp2,124$204K0.0%-15.8%0.051%
2/5/2024Altrius Capital Management Inc4,551$437K0.1%-3.6%0.110%
2/1/2024Element Wealth LLC2,542$244K0.2%-11.0%0.061%
1/31/2024Institute for Wealth Management LLC.8,851$849K0.1%-4.1%0.213%
1/26/2024Cerity Partners LLC9,647$925K0.0%-2.2%0.232%
1/26/2024 White Pine Investment CO20,358$1.95M0.6%-0.6%0.491%
1/24/2024 Allworth Financial LP664$64K0.0%-17.3%0.016%
1/24/2024 Augustine Asset Management Inc.2,199$211K0.1%N/A0.053%
1/16/2024 Raymond James Financial Services Advisors Inc.9,519$913K0.0%-7.2%0.229%
1/16/2024 Raymond James & Associates8,201$786K0.0%-4.5%0.198%
1/12/2024 Westside Investment Management Inc.17,932$1.72M0.4%-1.6%0.432%
1/11/2024 BKM Wealth Management LLC43,577$4.18M0.2%N/A1.050%
1/9/2024Traverso Chambers Private Wealth Management LLC16,326$1.57M0.4%-1.0%0.393%
1/5/2024 Apella Capital LLC4,600$438K0.0%N/A0.111%
11/30/2023Modera Wealth Management LLC6,821$607K0.0%N/A0.164%
11/15/2023Mercer Global Advisors Inc. ADV25,659$2.28M0.0%-1.1%0.618%
11/14/2023Tower Research Capital LLC TRC 3,863$344K0.0%-14.3%0.093%
11/13/2023Jaffetilchin Investment Partners LLC85,960$7.65M0.8%+0.8%2.071%
11/8/2023Wade G W & Inc.5,258$468K0.0%-2.7%0.127%
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11/8/2023WealthBridge Capital Management LLC20,935$1.86M0.7%-4.8%0.504%
10/30/2023 Congress Wealth Management LLC DE 27,941$2.49M0.1%N/A0.673%
10/30/2023Altrius Capital Management Inc4,721$420K0.1%-11.1%0.114%
10/27/2023 White Pine Investment CO20,475$1.82M0.6%-9.7%0.493%
10/24/2023 Bouchey Financial Group Ltd2,840$253K0.0%N/A0.068%
10/24/2023 Raymond James Financial Services Advisors Inc.10,257$912K0.0%-20.1%0.247%
10/24/2023 Raymond James & Associates8,585$764K0.0%-1.7%0.207%
10/24/2023 Cambridge Investment Research Advisors Inc.7,461$664K0.0%-8.1%0.180%
10/23/2023Commonwealth Equity Services LLC52,626$4.68M0.0%-3.3%1.268%
10/16/2023 Well Done LLC18,285$1.63M0.4%-5.5%0.441%
10/10/2023 Webster Bank N. A.5,300$472K0.1%-7.5%0.128%
8/15/2023Cahill Financial Advisors Inc.20,014$1.87M0.3%-5.0%0.482%
8/14/2023Aspen Grove Capital LLC8,250$772K0.2%N/A0.199%
8/14/2023Cerity Partners LLC12,240$1.15M0.0%N/A0.295%
8/11/2023Biondo Investment Advisors LLC9,688$906K0.2%+2.3%0.233%
8/10/2023Altrius Capital Management Inc5,313$497K0.1%-10.1%0.128%
8/10/2023Commonwealth Equity Services LLC54,448$5.09M0.0%-2.8%1.312%
8/10/2023Cetera Advisor Networks LLC6,414$600K0.0%-32.8%0.155%
8/9/2023RS Crum Inc.4,440$415K0.1%N/A0.107%
8/9/2023 Spire Wealth Management4,175$390K0.0%-15.0%0.101%
8/9/2023Flow Traders U.S. LLC5,954$557K0.0%-21.7%0.143%
8/8/2023Prospera Financial Services Inc16,986$1.59M0.1%+1.5%0.409%
8/4/2023Kelman Lazarov Inc.7,031$658K0.2%-12.5%0.169%
8/4/2023 White Pine Investment CO22,680$2.12M0.7%-13.7%0.547%
8/4/2023Envestnet Asset Management Inc.30,181$2.82M0.0%-5.1%0.727%
8/2/2023LGL Partners LLC4,866$455K0.1%+76.2%0.113%
8/2/2023Bank of Montreal Can580$54K0.0%N/A0.013%
8/1/2023WealthBridge Capital Management LLC21,998$2.06M0.8%+1.9%0.512%
7/31/2023LPL Financial LLC30,577$2.86M0.0%+13.8%0.711%
7/31/2023 Nadler Financial Group Inc.5,730$536K0.1%-32.1%0.133%
7/28/2023Koshinski Asset Management Inc.2,590$242K0.0%-66.6%0.060%
7/26/2023Janney Montgomery Scott LLC11,500$1.08M0.0%+3.3%0.267%
7/26/2023 Fifth Third Bancorp900$84K0.0%-63.1%0.021%
7/26/2023 Glass Jacobson Investment Advisors llc1,000$94K0.0%N/A0.023%
7/25/2023 Raymond James Financial Services Advisors Inc.12,839$1.20M0.0%-1.5%0.299%
7/25/2023 Raymond James & Associates8,730$817K0.0%-4.4%0.203%
7/24/2023 Augustine Asset Management Inc.2,167$203K0.1%N/A0.050%
7/24/2023Salomon & Ludwin LLC64,525$6.04M0.6%-2.4%1.501%
7/21/2023Creative Planning2,547$238K0.0%+4.7%0.059%
7/18/2023 Allworth Financial LP853$80K0.0%-41.0%0.020%
7/18/2023StrategIQ Financial Group LLC6,228$583K0.1%-4.6%0.145%
7/14/2023 Westside Investment Management Inc.18,121$1.70M0.5%-4.5%0.421%
7/13/2023 Webster Bank N. A.5,730$536K0.1%-7.1%0.133%
7/13/2023 Cambridge Investment Research Advisors Inc.8,121$760K0.0%-15.8%0.189%
5/17/2023 Westside Investment Management Inc.18,969$1.74M0.5%-3.5%0.441%
5/12/2023Cahill Financial Advisors Inc.21,071$1.93M0.3%-2.2%0.490%
5/11/2023 Noble Family Wealth LLC84,643$7.76M2.6%N/A1.968%
5/11/2023Jaffetilchin Investment Partners LLC84,750$7.77M0.9%+0.5%1.971%
5/11/2023Commonwealth Equity Services LLC56,030$5.14M0.0%+6.3%1.303%
5/10/2023MAI Capital Management2,885$264K0.0%-23.9%0.067%
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5/9/2023 Spire Wealth Management4,913$450K0.0%+71.1%0.114%
5/9/2023Guardian Wealth Management Inc.1,393$128K0.1%-16.8%0.032%
5/9/2023Biondo Investment Advisors LLC9,473$868K0.2%-3.1%0.220%
5/9/2023US Bancorp DE7,680$704K0.0%-3.8%0.179%
5/5/2023Mengis Capital Management Inc.2,196$201K0.0%-11.6%0.051%
5/4/2023Kelman Lazarov Inc.8,031$736K0.2%-2.4%0.187%
4/28/2023Salomon & Ludwin LLC66,144$6.06M0.7%-0.5%1.503%
4/25/2023 McKinley Carter Wealth Services Inc.4,943$453K0.0%-3.9%0.112%
4/24/2023Ahrens Investment Partners LLC6,724$616K0.3%-13.1%0.153%
4/20/2023 Well Done LLC19,367$1.78M0.4%-0.9%0.440%
(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, 102 institutional investors and hedge funds held shares of WisdomTree U.S. AI Enhanced Value Fund. The most heavily invested institutionals were Noble Family Wealth LLC ($8.56M), Jaffetilchin Investment Partners LLC ($7.65M), Salomon & Ludwin LLC ($6.04M), Commonwealth Equity Services LLC ($4.68M), BKM Wealth Management LLC ($4.18M), LPL Financial LLC ($2.86M), and Envestnet Asset Management Inc. ($2.82M).Learn more on AIVL's institutional investors.

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

Of the 88 institutional investors that purchased WisdomTree U.S. AI Enhanced Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Noble Family Wealth LLC ($84.64K), Salomon & Ludwin LLC ($67.51K), Commonwealth Equity Services LLC ($57.45K), RMB Capital Management LLC ($53.32K), BKM Wealth Management LLC ($43.58K), Envestnet Asset Management Inc. ($35.12K), and Congress Wealth Management LLC DE ($27.94K).

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

Institutional investors have bought a total of 838,784 shares in the last 24 months. This purchase volume represents approximately $73.97M in transactions.

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

Of the 57 institutional investors that sold WisdomTree U.S. AI Enhanced Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($7.69K), Nadler Financial Group Inc. ($6.54K), White Pine Investment CO ($6.05K), Koshinski Asset Management Inc. ($5.50K), Commonwealth Equity Services LLC ($4.82K), Envestnet Asset Management Inc. ($4.21K), and Ahrens Investment Partners LLC ($3.70K).

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

Institutional investors have sold a total of 90,251 shares in the last 24 months. This volume of shares sold represents approximately $8.21M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 4/29/2024 by MarketBeat.com Staff

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