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

WisdomTree U.S. AI Enhanced Value Fund logo
$136.28 +0.32 (+0.23%)
As of 02:15 PM Eastern
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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)
32
Total
Institutional Inflows
(last 12 months)
$8.06M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$9.48M
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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
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%
5/18/2026Royal 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%
4/21/2026Sequent 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%
2/17/2026Osaic Holdings Inc.30,925$3.56M0.0%+0.5%0.943%
2/17/2026Royal Bank of Canada35,769$4.11M0.0%-9.3%1.091%
2/16/2026MLP3 LLC3,762$433K0.5%N/A0.115%
2/16/2026Biondo Investment Advisors LLC13,418$1.54M0.2%+5.8%0.409%
2/13/2026Wells 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%
2/11/2026Cerity Partners LLC7,974$917K0.0%+3.3%0.243%
2/11/2026 LPL Financial LLC48,178$5.54M0.0%+17.7%1.469%
2/11/2026O 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%
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%
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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%
11/21/2025CIBC Bancorp USA Inc.3,765$430K0.0%N/A0.112%
11/17/2025 NewEdge Advisors LLC6,048$691K0.0%+21.7%0.181%
11/17/2025Mariner 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%
11/17/2025Citadel Advisors LLC23,412$2.68M0.0%+207.2%0.699%
11/17/2025Anchor Investment Management LLC351$40K0.0%N/A0.010%
11/14/2025Creative Planning3,507$401K0.0%+40.7%0.105%
11/14/2025Raymond 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%
11/10/2025MAI 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%
9/4/2025Osaic 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%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.7,300$825K0.1%-59.5%0.212%
8/15/2025Curi Capital LLC18,750$2.12M0.0%+23.4%0.543%
8/14/2025Raymond James Financial Inc.20,282$2.29M0.0%-6.7%0.588%
8/14/2025Cerity 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%
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%
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7/22/2025 Noble Family Wealth LLC89,042$10.07M2.5%+9.3%2.581%
7/21/2025Ameritas Advisory Services LLC597$67K0.0%N/A0.017%
7/18/2025 Institute for Wealth Management LLC.7,869$890K0.1%-10.1%0.228%
7/15/2025 Well Done LLC13,394$1.51M0.3%-5.0%0.388%
7/8/2025 Webster 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%


AIVL Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 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 65 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 69,951 shares in the last 24 months. This purchase volume represents approximately $8.06M in transactions.

Of the 30 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), Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. ($10.73K), Commonwealth Equity Services LLC ($4.84K), Envestnet Asset Management Inc. ($4.69K), Tower Research Capital LLC TRC ($4.50K), and Janney Montgomery Scott LLC ($3.88K).

Institutional investors have sold a total of 82,732 shares in the last 24 months. This volume of shares sold represents approximately $9.48M in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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