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

WisdomTree U.S. AI Enhanced Value Fund logo
$109.62 +0.66 (+0.61%)
As of 01/17/2025 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)
25
Total
Institutional Inflows
(last 12 months)
$7.19M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$8.24M
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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
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%
1/14/2025 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%
12/26/2024JPMorgan 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%
11/6/2024Mengis Capital Management Inc.1,970$219K0.0%-14.3%0.052%
11/5/2024Apollon Wealth Management LLC15,235$1.70M0.0%-1.6%0.403%
11/4/2024Jaffetilchin 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%
10/24/2024Salomon & Ludwin LLC27,305$3.04M0.3%-10.8%0.722%
10/24/2024Bristlecone Advisors LLC529$59K0.0%N/A0.014%
10/23/2024Brighton Jones LLC1,842$205K0.0%N/A0.049%
10/17/2024Well Done LLC14,474$1.61M0.3%+0.7%0.383%
10/16/2024McKinley Carter Wealth Services Inc.3,630$404K0.0%-14.9%0.096%
10/11/2024Wesbanco Bank Inc.1,969$219K0.0%N/A0.052%
10/10/2024Webster Bank N. A.3,950$440K0.0%-11.4%0.104%
10/10/2024Perfromance Wealth Partners LLC4,055$451K0.0%+19.3%0.107%
10/7/2024WealthBridge Capital Management LLC21,763$2.42M0.7%+1.4%0.576%
8/12/2024Mercer Global Advisors Inc. ADV20,817$2.08M0.0%-0.6%0.551%
8/8/2024Envestnet Asset Management Inc.24,972$2.49M0.0%-0.5%0.661%
8/7/2024Ashton Thomas Private Wealth LLC905$90K0.0%N/A0.024%
8/7/2024Cahill Financial Advisors Inc.3,957$395K0.1%-39.5%0.105%
7/31/2024Spire Wealth Management2,643$264K0.0%-36.7%0.070%
7/31/2024Commonwealth Equity Services LLC41,230$4.12M0.0%-4.4%1.091%
7/30/2024Jaffetilchin Investment Partners LLC87,444$8.73M0.7%+0.6%2.313%
7/26/2024Salomon & Ludwin LLC30,595$3.03M0.3%-45.1%0.809%
7/24/2024White Pine Investment CO2,864$286K0.1%-85.9%0.076%
7/23/20241620 Investment Advisors Inc.475$47K0.0%N/A0.013%
7/19/2024Well Done LLC14,373$1.43M0.3%-8.2%0.380%
7/17/2024Westside Investment Management Inc.16,024$1.60M0.4%-8.1%0.424%
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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%
5/17/2024Jaffetilchin Investment Partners LLC86,942$8.85M0.8%+0.5%2.300%
5/14/2024 Sax Wealth Advisors LLC2,057$209K0.0%N/A0.054%
5/2/2024Salomon & Ludwin LLC55,766$5.68M0.5%-12.3%1.475%
4/30/2024WealthBridge Capital Management LLC21,531$2.19M0.7%+4.0%0.582%
4/29/2024Commonwealth Equity Services LLC43,145$4.39M0.0%-6.7%1.166%
4/27/2024White Pine Investment CO20,241$2.06M0.6%-0.6%0.547%
4/26/2024Augustine Asset Management Inc.2,035$207K0.1%-7.5%0.055%
4/26/2024McKinley Carter Wealth Services Inc.4,406$448K0.0%-9.3%0.119%
4/23/2024Wesbanco 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%
4/19/2024Westside 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%
4/16/2024Independence Bank of Kentucky775$79K0.0%N/A0.021%
4/16/2024Webster 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%
2/12/2024Robinson 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%
2/9/2024Congress 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%
1/26/2024White Pine Investment CO20,358$1.95M0.6%-0.6%0.491%
1/24/2024Allworth Financial LP664$64K0.0%-17.3%0.016%
1/24/2024Augustine Asset Management Inc.2,199$211K0.1%N/A0.053%
1/16/2024Raymond James Financial Services Advisors Inc.9,519$913K0.0%-7.2%0.229%
1/16/2024Raymond James & Associates8,201$786K0.0%-4.5%0.198%
1/12/2024Westside Investment Management Inc.17,932$1.72M0.4%-1.6%0.432%
1/11/2024BKM 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%
11/8/2023WealthBridge Capital Management LLC20,935$1.86M0.7%-4.8%0.504%
10/30/2023Congress Wealth Management LLC DE 27,941$2.49M0.1%N/A0.673%
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10/30/2023Altrius Capital Management Inc4,721$420K0.1%-11.1%0.114%
10/27/2023White Pine Investment CO20,475$1.82M0.6%-9.7%0.493%
10/24/2023Bouchey Financial Group Ltd2,840$253K0.0%N/A0.068%
10/24/2023Raymond James Financial Services Advisors Inc.10,257$912K0.0%-20.1%0.247%
10/24/2023Raymond James & Associates8,585$764K0.0%-1.7%0.207%
10/24/2023Cambridge 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%
10/16/2023Well Done LLC18,285$1.63M0.4%-5.5%0.441%
10/10/2023Webster 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%
(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, 85 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 ($9.78M), Noble Family Wealth LLC ($8.70M), BKM Wealth Management LLC ($4.18M), Commonwealth Equity Services LLC ($4.12M), Salomon & Ludwin LLC ($3.04M), LPL Financial LLC ($2.86M), 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 47 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), 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), Aspen Grove Capital LLC ($8.25K), 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 298,328 shares in the last 24 months. This purchase volume represents approximately $28.33M in transactions.

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

Of the 55 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: Salomon & Ludwin LLC ($38.36K), White Pine Investment CO ($23.43K), Commonwealth Equity Services LLC ($9.86K), Nadler Financial Group Inc. ($6.54K), Raymond James Financial Services Advisors Inc. ($5.51K), Koshinski Asset Management Inc. ($5.50K), 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 146,876 shares in the last 24 months. This volume of shares sold represents approximately $14.26M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 1/18/2025 by MarketBeat.com Staff
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