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

WisdomTree U.S. AI Enhanced Value Fund logo
$111.47 -0.95 (-0.85%)
As of 02/21/2025 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)
29
Total
Institutional Inflows
(last 12 months)
$12.01M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$20.08M
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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
2/17/2025 Waverly Advisors LLC4,322$460K0.0%-15.5%0.114%
2/17/2025 Focus Partners Wealth7,832$834K0.0%+313.3%0.207%
2/17/2025 Cetera Investment Advisers7,620$812K0.0%-7.2%0.202%
2/17/2025 Cahill Financial Advisors Inc.3,785$403K0.1%-4.3%0.100%
2/17/2025 Captrust Financial Advisors13,257$1.41M0.0%-2.4%0.351%
2/17/2025 Bank of America Corp DE787$84K0.0%+66.7%0.021%
2/14/2025 Stifel Financial Corp2,533$270K0.0%+12.9%0.067%
2/14/2025 Tower Research Capital LLC TRC 7,017$747K0.0%+72.0%0.186%
2/14/2025 Curi RMB Capital LLC15,630$1.67M0.0%-8.8%0.413%
2/13/2025 Jaffetilchin Investment Partners LLC88,410$9.42M0.7%+0.6%2.339%
2/13/2025 Raymond James Financial Inc.22,001$2.34M0.0%N/A0.582%
2/13/2025 Cerity Partners LLC7,828$834K0.0%-5.6%0.207%
2/13/2025 Wells Fargo & Company MN8,821$940K0.0%-2.8%0.233%
2/12/2025 Biondo Investment Advisors LLC12,908$1.38M0.2%-1.3%0.341%
2/12/2025 JPMorgan Chase & Co.490$52K0.0%-99.5%0.013%
2/11/2025 LPL Financial LLC38,703$4.12M0.0%-8.8%1.024%
2/7/2025 Novus Advisors LLC3,725$397K0.4%N/A0.099%
2/6/2025 Raymond James Financial Inc.22,001$2.34M0.0%N/A0.582%
2/5/2025 Altrius Capital Management Inc3,888$414K0.1%-6.0%0.103%
2/3/2025 WealthBridge Capital Management LLC21,650$2.31M0.6%-0.5%0.573%
1/30/2025 Allworth Financial LP342$38K0.0%-45.6%0.009%
1/30/2025 Salomon & Ludwin LLC26,333$2.81M0.3%-3.6%0.697%
1/28/2025 Mezzasalma Advisors LLC2,323$247K0.1%N/A0.061%
1/24/2025 Nadler Financial Group Inc.5,130$546K0.1%-10.5%0.136%
1/24/2025 Spire Wealth Management4,179$445K0.0%-16.1%0.111%
1/23/2025 McKinley Carter Wealth Services Inc.2,688$286K0.0%-26.0%0.071%
1/22/2025 Perigon Wealth Management LLC5,943$648K0.0%+43.0%0.157%
1/17/2025 Janney Montgomery Scott LLC11,664$1.24M0.0%+3.6%0.309%
1/17/2025 Westside Investment Management Inc.15,163$1.62M0.3%-5.8%0.401%
1/17/2025 Perfromance Wealth Partners LLC3,929$419K0.0%-3.1%0.104%
1/14/2025 Founders Grove Wealth Partners LLC25,114$2.68M0.8%N/A0.664%
1/13/2025 Noble Family Wealth LLC81,697$8.70M2.4%-2.2%2.161%
1/10/2025 Lowe Wealth Advisors LLC641$68K0.0%-25.7%0.017%
1/10/2025 ORG Partners LLC550$59K0.0%N/A0.015%
12/26/2024 JPMorgan Chase & Co.4,489$500K0.0%+11.9%0.119%
11/15/2024 Stifel Financial Corp2,244$250K0.0%-21.3%0.059%
11/15/2024 Cladis Investment Advisory LLC2,000$223K0.2%N/A0.053%
11/15/2024 Arrowroot Family Office LLC1,805$201K0.1%N/A0.048%
11/12/2024 Cerity Partners LLC8,293$923K0.0%-1.8%0.219%
11/8/2024 Prospera Financial Services Inc15,369$1.71M0.0%+3.2%0.407%
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The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

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11/7/2024 MAI Capital Management17,534$1.95M0.0%-3.1%0.464%
11/6/2024 Altrius Capital Management Inc4,135$460K0.1%-3.5%0.109%
11/6/2024 Mengis Capital Management Inc.1,970$219K0.0%-14.3%0.052%
11/5/2024 Apollon Wealth Management LLC15,235$1.70M0.0%-1.6%0.403%
11/4/2024 Jaffetilchin Investment Partners LLC87,904$9.78M0.7%+0.5%2.326%
11/4/2024 Noble Family Wealth LLC83,508$9.29M2.5%-0.1%2.209%
10/24/2024 Salomon & Ludwin LLC27,305$3.04M0.3%-10.8%0.722%
10/24/2024 Bristlecone Advisors LLC529$59K0.0%N/A0.014%
10/23/2024 Brighton Jones LLC1,842$205K0.0%N/A0.049%
10/17/2024 Well Done LLC14,474$1.61M0.3%+0.7%0.383%
10/16/2024 McKinley 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%
10/10/2024 Webster Bank N. A.3,950$440K0.0%-11.4%0.104%
10/10/2024 Perfromance Wealth Partners LLC4,055$451K0.0%+19.3%0.107%
10/7/2024 WealthBridge Capital Management LLC21,763$2.42M0.7%+1.4%0.576%
8/12/2024 Mercer Global Advisors Inc. ADV20,817$2.08M0.0%-0.6%0.551%
8/8/2024 Envestnet Asset Management Inc.24,972$2.49M0.0%-0.5%0.661%
8/7/2024 Ashton Thomas Private Wealth LLC905$90K0.0%N/A0.024%
8/7/2024 Cahill Financial Advisors Inc.3,957$395K0.1%-39.5%0.105%
7/31/2024 Spire Wealth Management2,643$264K0.0%-36.7%0.070%
7/31/2024 Commonwealth Equity Services LLC41,230$4.12M0.0%-4.4%1.091%
7/30/2024 Jaffetilchin Investment Partners LLC87,444$8.73M0.7%+0.6%2.313%
7/26/2024 Salomon & Ludwin LLC30,595$3.03M0.3%-45.1%0.809%
7/24/2024 White Pine Investment CO2,864$286K0.1%-85.9%0.076%
7/23/2024 1620 Investment Advisors Inc.475$47K0.0%N/A0.013%
7/19/2024 Well Done LLC14,373$1.43M0.3%-8.2%0.380%
7/17/2024 Westside Investment Management Inc.16,024$1.60M0.4%-8.1%0.424%
7/16/2024 Noble Family Wealth LLC83,631$8.35M2.4%-0.6%2.212%
7/9/2024 Lowe Wealth Advisors LLC863$86K0.0%-20.3%0.023%
5/24/2024Cetera Advisors LLC3,654$372K0.0%N/A0.097%
5/17/2024 Jaffetilchin Investment Partners LLC86,942$8.85M0.8%+0.5%2.300%
5/14/2024 Sax Wealth Advisors LLC2,057$209K0.0%N/A0.054%
5/2/2024 Salomon & Ludwin LLC55,766$5.68M0.5%-12.3%1.475%
4/30/2024 WealthBridge Capital Management LLC21,531$2.19M0.7%+4.0%0.582%
4/29/2024 Commonwealth Equity Services LLC43,145$4.39M0.0%-6.7%1.166%
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%
4/23/2024Raymond 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%
2/15/2024 Guardian Wealth Management Inc.804$77K0.1%-31.6%0.019%
2/12/2024 Robinson Smith Wealth Advisors LLC7,970$764K0.8%N/A0.192%
2/12/2024 RS Crum Inc.3,415$328K0.1%-23.1%0.082%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
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%
2/8/2024 Janney Montgomery Scott LLC11,257$1.08M0.0%-2.2%0.271%
2/7/2024 AGF Management Ltd.3,795$364K0.0%-11.6%0.091%
2/6/2024 Apollon 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%
2/6/2024 SouthState Corp2,124$204K0.0%-15.8%0.051%
2/5/2024 Altrius Capital Management Inc4,551$437K0.1%-3.6%0.110%
2/1/2024 Element Wealth LLC2,542$244K0.2%-11.0%0.061%
1/31/2024 Institute for Wealth Management LLC.8,851$849K0.1%-4.1%0.213%
(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, 88 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 ($9.42M), Noble Family Wealth LLC ($8.70M), BKM Wealth Management LLC ($4.18M), LPL Financial LLC ($4.12M), Commonwealth Equity Services LLC ($4.12M), Salomon & Ludwin LLC ($2.81M), and Founders Grove Wealth Partners LLC ($2.68M).Learn more on AIVL's institutional investors.

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

Of the 51 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), 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), 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 345,306 shares in the last 24 months. This purchase volume represents approximately $33.55M in transactions.

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

Of the 56 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: JPMorgan Chase & Co. ($104.00K), Salomon & Ludwin LLC ($39.22K), White Pine Investment CO ($23.43K), Commonwealth Equity Services LLC ($8.44K), Nadler Financial Group Inc. ($6.22K), Koshinski Asset Management Inc. ($5.29K), and Westside Investment Management Inc. ($4.65K).

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

Institutional investors have sold a total of 251,232 shares in the last 24 months. This volume of shares sold represents approximately $25.55M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 2/22/2025 by MarketBeat.com Staff
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