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

WisdomTree U.S. AI Enhanced Value Fund logo
$114.09 -1.01 (-0.88%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$114.02 -0.07 (-0.06%)
As of 09/12/2025 04:10 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 Polygon.io. Learn more.
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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)
39
Total
Institutional Inflows
(last 12 months)
$17.23M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$19.52M
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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
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%
8/12/2025 Jaffetilchin 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%
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%
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%
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%
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%
(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, 96 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 ($10.07M), Noble Family Wealth LLC ($10.07M), 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 ($2.97M).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), Global Retirement Partners LLC ($12.12K), Royal Bank of Canada ($9.41K), and Focus Financial Network Inc. ADV ($8.06K).

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

Institutional investors have bought a total of 158,373 shares in the last 24 months. This purchase volume represents approximately $17.23M in transactions.

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

Of the 45 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), Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. ($14.53K), Envestnet Asset Management Inc. ($12.94K), Tower Research Capital LLC TRC ($4.50K), Salomon & Ludwin LLC ($4.41K), LPL Financial LLC ($3.72K), and Cetera Investment Advisers ($2.78K).

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

Institutional investors have sold a total of 180,238 shares in the last 24 months. This volume of shares sold represents approximately $19.52M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 9/14/2025 by MarketBeat.com Staff
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