Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q1 2024 (March 31)118holders
$101.77avg. 13F price*
At the end of Q1 2024, 118 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings. The largest holders were Morgan Stanley ($10.5M), Jaffetilchin Investment Partners, LLC ($8.8M) and Noble Family Wealth, LLC ($8.6M).
- Company
- Wisdomtree US AI Enhanced Va
- CUSIP
- 97717W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.5M |
| Exits | 5 | $865K |
Ownership 118 holders
| Morgan Stanley | 0.00% | Add +29.0% | 103,060 | $10.5M |
| Jaffetilchin Investment Partners, LLC | 0.79% | Add +0.5% | 86,942 | $8.8M |
| Noble Family Wealth, LLC | 2.44% | Reduce -0.4% | 84,105 | $8.6M |
| Salomon & Ludwin, LLC | 0.49% | Reduce -12.3% | 55,766 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.7% | 43,145 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 31,402 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 30,807 | $3.1M |
| CW Advisors, LLC | 0.05% | No change | 27,000 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 25,106 | $2.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.40% | No change | 23,730 | $2.4M |
| WealthBridge Capital Management, LLC | 0.74% | Add +4.0% | 21,531 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.8% | 20,953 | $2.1M |
| White Pine Investment CO | 0.61% | Reduce -0.6% | 20,241 | $2.1M |
| MAI Capital Management | 0.02% | New | 18,167 | $1.8M |
| Westside Investment Management, Inc. | 0.43% | Reduce -2.8% | 17,428 | $1.8M |
| Curi Capital, LLC | 0.04% | Reduce -10.1% | 17,130 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +97.7% | 16,166 | $1.6M |
| Well Done, LLC | 0.31% | Reduce -14.4% | 15,660 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.1% | 15,571 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -9.8% | 14,783 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 13,903 | $1.4M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 13,572 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 12,275 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +27.0% | 12,089 | $1.2M |
| Biondo Investment Advisors, LLC | 0.19% | Add +9.4% | 12,033 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 11,264 | $1.1M |
| First Hawaiian Bank | 0.03% | No change | 10,439 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +269.9% | 9,196 | $936K |
| Cerity Partners LLC | 0.00% | Reduce -5.8% | 9,092 | $925K |
| Institute for Wealth Management, LLC. | 0.12% | Reduce -1.5% | 8,715 | $887K |
| Raymond James & Associates | 0.00% | Add +3.8% | 8,515 | $867K |
| Aspen Grove Capital, LLC | 0.24% | No change | 8,249 | $840K |
| Robinson Smith Wealth Advisors LLC | 0.77% | Reduce -0.6% | 7,920 | $806K |
| Kelman-Lazarov, Inc. | 0.14% | No change | 7,031 | $716K |
| Amarillo National Bank | 0.13% | No change | 7,031 | $716K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +139.4% | 6,629 | $675K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -51.1% | 6,536 | $665K |
| Focus Partners Wealth | 0.01% | New | 6,243 | $635K |
| Destiny Wealth Partners, LLC | 0.11% | No change | 6,120 | $623K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 5,894 | $600K |
| Nadler Financial Group, Inc. | 0.07% | No change | 5,730 | $583K |
| Waverly Advisors, LLC | 0.01% | New | 5,626 | $573K |
| Montag A & Associates Inc. | 0.03% | No change | 5,585 | $568K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.0% | 5,518 | $562K |
| LGL Partners, LLC | 0.08% | Add +0.3% | 4,920 | $501K |
| Apella Capital, LLC | 0.02% | No change | 4,600 | $464K |
| Webster Bank, N. A. | 0.05% | Reduce -15.8% | 4,460 | $454K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -9.3% | 4,406 | $448K |
| Altrius Capital Management Inc | 0.11% | Reduce -5.2% | 4,314 | $439K |
| Mariner, LLC | 0.00% | Add +0.0% | 4,253 | $433K |
| Spire Wealth Management | 0.01% | Add +0.0% | 4,177 | $425K |
| Pps&v Asset Management Consultants, Inc. | 0.31% | Reduce -16.6% | 4,085 | $416K |
| JPMorgan Chase & Co. | 0.00% | Add +30769.2% | 4,013 | $408K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,000 | $407K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 3,776 | $384K |
| Agf Management Ltd. | 0.00% | Reduce -1.1% | 3,755 | $382K |
| Tradition Wealth Management, LLC | 0.04% | No change | 3,517 | $358K |
| RS Crum Inc. | 0.09% | No change | 3,415 | $348K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,400 | $346K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.3% | 3,320 | $338K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,100 | $316K |
| Stifel Financial Corp. | 0.00% | Add +26.7% | 2,993 | $305K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $289K |
| Idaho Trust Co | 0.28% | New | 2,800 | $285K |
| Fingerlakes Wealth Management, Inc. | 0.28% | Add +0.5% | 2,800 | $285K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -22.1% | 2,798 | $285K |
| Trust Co. of Vermont | 0.02% | No change | 2,720 | $277K |
| Creative Planning | 0.00% | Reduce -18.1% | 2,492 | $254K |
| &partners | 0.03% | No change | 2,370 | $241K |
| Wolverine Trading, LLC | 0.00% | New | 2,349 | $239K |
| Element Wealth, LLC | 0.14% | Reduce -8.3% | 2,330 | $237K |
| Mengis Capital Management, Inc. | 0.04% | New | 2,300 | $234K |
| Key Financial Inc | 0.06% | No change | 2,255 | $230K |
| Cwm, LLC | 0.00% | Reduce -3.5% | 2,213 | $225K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,217 | $224K |
| Blair William & Co. | 0.00% | No change | 2,198 | $224K |
| SouthState Bank Corp | 0.02% | No change | 2,124 | $216K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,057 | $209K |
| Augustine Asset Management Inc. | 0.09% | Reduce -7.5% | 2,035 | $207K |
| Cladis Investment Advisory, LLC | 0.15% | New | 2,000 | $204K |
| Wesbanco Bank Inc. | 0.01% | New | 1,969 | $200K |
| Bellevue Asset Management, LLC | 0.08% | No change | 1,365 | $139K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $119K |
| Lowe Wealth Advisors, LLC | 0.05% | Reduce -8.4% | 1,083 | $110K |
| UBS Group AG | 0.00% | Reduce -43.2% | 972 | $99K |
| Fifth Third Bancorp | 0.00% | No change | 900 | $92K |
| Bank of Montreal | 0.00% | Reduce -5.0% | 830 | $84K |
| Independence Bank of Kentucky | 0.02% | New | 775 | $79K |
| Guardian Wealth Management, Inc. | 0.06% | Reduce -6.0% | 756 | $77K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $75K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 735 | $75K |
| Allworth Financial LP | 0.00% | No change | 664 | $68K |
| FMR LLC | 0.00% | No change | 601 | $61K |
| Bank of America Corp. | 0.00% | No change | 560 | $57K |
| Signaturefd, LLC | 0.00% | No change | 494 | $50K |
| Albion Financial Group | 0.00% | No change | 380 | $39K |
| North Star Investment Management Corp. | 0.00% | No change | 376 | $38K |
| POM Investment Strategies, LLC | 0.03% | No change | 340 | $35K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 325 | $33K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.3% | 313 | $32K |
"% of holder's portfolio" is AIVL's weight in each manager's 13F, not the share of Wisdomtree US AI Enhanced Va the manager owns.