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

WisdomTree U.S. AI Enhanced Value Fund logo
$111.24 -0.39 (-0.35%)
(As of 11/15/2024 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)
24
Total
Institutional Inflows
(last 12 months)
$9.59M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.06M
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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
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%
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%
10/17/2024Well 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%
7/31/2024Commonwealth 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%
7/19/2024Well 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%
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%
5/14/2024Sax 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%
4/29/2024Commonwealth Equity Services LLC43,145$4.39M0.0%-6.7%1.166%
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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%
4/19/2024Westside 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%
4/16/2024 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%
2/12/2024 RS 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%
2/8/2024 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%
1/26/2024 Cerity 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%
1/16/2024Raymond 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%
1/11/2024 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%
11/30/2023 Modera Wealth Management LLC6,821$607K0.0%N/A0.164%
11/15/2023 Mercer Global Advisors Inc. ADV25,659$2.28M0.0%-1.1%0.618%
11/14/2023 Tower Research Capital LLC TRC 3,863$344K0.0%-14.3%0.093%
11/13/2023 Jaffetilchin 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%
11/8/2023 WealthBridge 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%
10/30/2023 Altrius 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%
10/24/2023Raymond 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%
10/24/2023 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%
10/16/2023Well Done LLC18,285$1.63M0.4%-5.5%0.441%
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10/10/2023 Webster Bank N. A.5,300$472K0.1%-7.5%0.128%
8/15/2023 Cahill Financial Advisors Inc.20,014$1.87M0.3%-5.0%0.482%
8/14/2023 Aspen Grove Capital LLC8,250$772K0.2%N/A0.199%
8/14/2023 Cerity Partners LLC12,240$1.15M0.0%N/A0.295%
8/11/2023 Biondo Investment Advisors LLC9,688$906K0.2%+2.3%0.233%
8/10/2023 Altrius 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%
8/9/2023 RS Crum Inc.4,440$415K0.1%N/A0.107%
8/9/2023 Spire Wealth Management4,175$390K0.0%-15.0%0.101%
(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, 82 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 ($9.29M), BKM Wealth Management LLC ($4.18M), Commonwealth Equity Services LLC ($4.12M), Salomon & Ludwin LLC ($3.04M), LPL Financial LLC ($2.86M), and Congress Wealth Management LLC DE ($2.59M).Learn more on AIVL's institutional investors.

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

Of the 45 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), Cerity Partners LLC ($12.24K), Aspen Grove Capital LLC ($8.25K), Focus Financial Network Inc. ADV ($8.06K), and Robinson Smith Wealth Advisors LLC ($7.97K).

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

Institutional investors have bought a total of 276,689 shares in the last 24 months. This purchase volume represents approximately $25.95M in transactions.

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

Of the 54 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 Cahill Financial Advisors Inc. ($4.12K).

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

Institutional investors have sold a total of 144,843 shares in the last 24 months. This volume of shares sold represents approximately $14.03M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 11/17/2024 by MarketBeat.com Staff
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