Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q2 2024 (June 30)116holders −2
6new positions
8sold out
$99.78avg. 13F price*
At the end of Q2 2024, 116 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, down 2 from Q1 2024. 6 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($10.2M), Jaffetilchin Investment Partners, LLC ($8.7M) and Noble Family Wealth, LLC ($8.3M).
- Company
- Wisdomtree US AI Enhanced Va
- CUSIP
- 97717W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $303K |
| Exits | 8 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 18,798 shares bought and 113,335 shares sold, net −94,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 102,062 | $10.2M |
| Jaffetilchin Investment Partners, LLC | 0.75% | Add +0.6% | 87,444 | $8.7M |
| Noble Family Wealth, LLC | 2.40% | Reduce -0.6% | 83,631 | $8.3M |
| LPL Financial LLC | 0.00% | Add +33.1% | 41,798 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.4% | 41,230 | $4.1M |
| Salomon & Ludwin, LLC | 0.34% | Reduce -45.1% | 30,595 | $3.0M |
| CW Advisors, LLC | 0.04% | No change | 27,000 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 26,631 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 24,972 | $2.5M |
| WealthBridge Capital Management, LLC | 0.71% | Reduce -0.3% | 21,467 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.7% | 20,817 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -0.4% | 18,100 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +8.4% | 17,532 | $1.7M |
| Curi Capital, LLC | 0.04% | No change | 17,130 | $1.7M |
| Westside Investment Management, Inc. | 0.37% | Reduce -8.1% | 16,024 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.6% | 15,476 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Add +0.8% | 14,899 | $1.5M |
| Well Done, LLC | 0.30% | Reduce -8.2% | 14,373 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 13,564 | $1.4M |
| Biondo Investment Advisors, LLC | 0.18% | Add +3.7% | 12,473 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 12,089 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,264 | $1.1M |
| First Hawaiian Bank | 0.04% | No change | 10,439 | $1.0M |
| Wells Fargo & Company | 0.00% | Reduce -17.6% | 10,116 | $1.0M |
| Raymond James & Associates | 0.00% | Add +17.1% | 9,971 | $995K |
| Institute for Wealth Management, LLC. | 0.12% | No change | 8,715 | $870K |
| Cerity Partners LLC | 0.00% | Reduce -7.1% | 8,449 | $843K |
| Aspen Grove Capital, LLC | 0.19% | No change | 8,249 | $823K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.17% | Reduce -66.3% | 8,000 | $798K |
| Robinson Smith Wealth Advisors LLC | 0.69% | Reduce -0.7% | 7,863 | $785K |
| Cetera Investment Advisers | 0.00% | Reduce -19.4% | 7,407 | $739K |
| Amarillo National Bank | 0.13% | No change | 7,031 | $702K |
| Kelman-Lazarov, Inc. | 0.12% | Reduce -7.4% | 6,508 | $649K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 6,248 | $624K |
| Destiny Wealth Partners, LLC | 0.11% | No change | 6,120 | $611K |
| Nadler Financial Group, Inc. | 0.07% | No change | 5,730 | $572K |
| Montag A & Associates Inc. | 0.03% | No change | 5,585 | $557K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 5,485 | $547K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.2% | 5,295 | $528K |
| Waverly Advisors, LLC | 0.01% | Reduce -9.1% | 5,112 | $510K |
| LGL Partners, LLC | 0.07% | Add +0.3% | 4,937 | $493K |
| Webster Bank, N. A. | 0.05% | No change | 4,460 | $445K |
| Kestra Advisory Services, LLC | 0.00% | Add +33.4% | 4,430 | $442K |
| Altrius Capital Management Inc | 0.11% | Reduce -0.7% | 4,285 | $428K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -3.2% | 4,266 | $426K |
| Mariner, LLC | 0.00% | Add +0.0% | 4,254 | $424K |
| Pps&v Asset Management Consultants, Inc. | 0.29% | No change | 4,085 | $408K |
| JPMorgan Chase & Co. | 0.00% | No change | 4,013 | $400K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,000 | $399K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -39.5% | 3,957 | $395K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 3,776 | $374K |
| Tradition Wealth Management, LLC | 0.03% | No change | 3,517 | $351K |
| RS Crum Inc. | 0.09% | No change | 3,415 | $341K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,400 | $339K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.5% | 3,260 | $325K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -51.0% | 3,249 | $324K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,100 | $309K |
| White Pine Investment CO | 0.08% | Reduce -85.8% | 2,864 | $286K |
| Stifel Financial Corp. | 0.00% | Reduce -4.8% | 2,850 | $284K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $283K |
| Flaharty Asset Management, LLC | 0.04% | No change | 2,798 | $279K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Reduce -0.9% | 2,776 | $277K |
| Trust Co. of Vermont | 0.01% | No change | 2,720 | $271K |
| Spire Wealth Management | 0.01% | Reduce -36.7% | 2,643 | $264K |
| Creative Planning | 0.00% | No change | 2,492 | $249K |
| &partners | 0.01% | Add +1.4% | 2,403 | $240K |
| Key Financial Inc | 0.05% | Add +0.0% | 2,256 | $225K |
| Agf Management Ltd. | 0.00% | Reduce -40.0% | 2,255 | $225K |
| Cwm, LLC | 0.00% | No change | 2,213 | $221K |
| Blair William & Co. | 0.00% | No change | 2,198 | $219K |
| Element Wealth, LLC | 0.12% | Reduce -7.0% | 2,168 | $216K |
| SouthState Bank Corp | 0.02% | No change | 2,124 | $212K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 2,057 | $205K |
| Augustine Asset Management Inc. | 0.08% | Add +0.6% | 2,047 | $204K |
| Bellevue Asset Management, LLC | 0.08% | No change | 1,365 | $136K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.4% | 1,365 | $135K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $117K |
| UBS Group AG | 0.00% | Add +13.3% | 1,101 | $110K |
| Bank of Montreal | 0.00% | Add +20.5% | 1,000 | $102K |
| Clearstead Advisors, LLC | 0.00% | New | 973 | $97K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 905 | $90K |
| Fifth Third Bancorp | 0.00% | No change | 900 | $90K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -20.3% | 863 | $86K |
| Independence Bank of Kentucky | 0.02% | No change | 775 | $77K |
| Guardian Wealth Management, Inc. | 0.06% | No change | 756 | $75K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $74K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 735 | $73K |
| Allworth Financial LP | 0.00% | Reduce -5.3% | 629 | $65K |
| FMR LLC | 0.00% | Add +0.3% | 603 | $60K |
| Bank of America Corp. | 0.00% | No change | 560 | $56K |
| Signaturefd, LLC | 0.00% | No change | 494 | $49K |
| 1620 Investment Advisors, Inc. | 0.04% | New | 475 | $47K |
| Albion Financial Group | 0.00% | No change | 380 | $38K |
| North Star Investment Management Corp. | 0.00% | No change | 376 | $38K |
| POM Investment Strategies, LLC | 0.03% | No change | 340 | $34K |
| Jones Financial Companies LLLP | 0.00% | New | 319 | $32K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.6% | 315 | $31K |
| Halpern Financial, Inc. | 0.01% | No change | 300 | $30K |
| JNBA Financial Advisors | 0.00% | No change | 295 | $29K |
| International Assets Investment Management, LLC | 0.00% | New | 241 | $24K |
"% 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.