Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q3 2024 (September 30)121holders +5
12new positions
5sold out
1famous investor
$111.29avg. 13F price*
At the end of Q3 2024, 121 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, up 5 from Q2 2024. 12 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($10.9M), Jaffetilchin Investment Partners, LLC ($9.8M) and Noble Family Wealth, LLC ($9.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US AI Enhanced Va
- CUSIP
- 97717W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.2M |
| Exits | 5 | $415K |
All 13F filers, Q2 2024 → Q3 2024: 58,737 shares bought and 32,188 shares sold, net +26,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Morgan Stanley | 0.00% | Reduce -4.2% | 97,790 | $10.9M |
| Jaffetilchin Investment Partners, LLC | 0.74% | Add +0.5% | 87,904 | $9.8M |
| Noble Family Wealth, LLC | 2.50% | Reduce -0.1% | 83,508 | $9.3M |
| LPL Financial LLC | 0.00% | Add +1.5% | 42,421 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -17.9% | 33,849 | $3.8M |
| Salomon & Ludwin, LLC | 0.31% | Reduce -10.8% | 27,305 | $3.0M |
| CW Advisors, LLC | 0.04% | No change | 27,000 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 26,512 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 24,783 | $2.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.40% | Add +196.6% | 23,730 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +27.5% | 22,361 | $2.5M |
| WealthBridge Capital Management, LLC | 0.70% | Add +1.4% | 21,763 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.9% | 20,639 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -3.1% | 17,534 | $2.0M |
| Curi Capital, LLC | 0.04% | No change | 17,130 | $1.9M |
| Westside Investment Management, Inc. | 0.38% | Add +0.4% | 16,090 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +3.1% | 15,369 | $1.7M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.6% | 15,235 | $1.7M |
| Well Done, LLC | 0.29% | Add +0.7% | 14,474 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 13,580 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.0% | 13,299 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Add +4.8% | 13,078 | $1.5M |
| Citadel Advisors | 0.00% | New | 11,411 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,264 | $1.3M |
| First Hawaiian Bank | 0.04% | No change | 10,439 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -6.5% | 9,322 | $1.0M |
| Wells Fargo & Company | 0.00% | Reduce -10.3% | 9,077 | $1.0M |
| Institute for Wealth Management, LLC. | 0.12% | No change | 8,715 | $970K |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 8,293 | $923K |
| Aspen Grove Capital, LLC | 0.20% | Add +0.0% | 8,250 | $918K |
| Cetera Investment Advisers | 0.00% | Add +10.9% | 8,215 | $914K |
| Robinson Smith Wealth Advisors LLC | 0.72% | Reduce -3.0% | 7,623 | $848K |
| Amarillo National Bank | 0.14% | No change | 7,031 | $783K |
| Kelman-Lazarov, Inc. | 0.12% | Reduce -0.6% | 6,469 | $720K |
| Destiny Wealth Partners, LLC | 0.12% | No change | 6,120 | $681K |
| Nadler Financial Group, Inc. | 0.07% | No change | 5,730 | $638K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 5,243 | $584K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 5,113 | $569K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.3% | 5,029 | $560K |
| Spire Wealth Management | 0.02% | Add +88.5% | 4,981 | $554K |
| LGL Partners, LLC | 0.08% | Add +0.3% | 4,952 | $551K |
| Montag A & Associates Inc. | 0.03% | Reduce -11.6% | 4,935 | $549K |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 4,489 | $500K |
| Mariner, LLC | 0.00% | Add +0.5% | 4,276 | $476K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,157 | $463K |
| Altrius Capital Management Inc | 0.12% | Reduce -3.5% | 4,135 | $460K |
| Pps&v Asset Management Consultants, Inc. | 0.31% | No change | 4,085 | $455K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +25.6% | 4,079 | $454K |
| Performance Wealth Partners, LLC | 0.02% | Add +19.3% | 4,055 | $451K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,000 | $445K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -0.1% | 3,954 | $440K |
| Webster Bank, N. A. | 0.05% | Reduce -11.4% | 3,950 | $440K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -14.9% | 3,630 | $404K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 3,613 | $402K |
| Tradition Wealth Management, LLC | 0.03% | No change | 3,517 | $391K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -7.4% | 3,497 | $389K |
| RS Crum Inc. | 0.09% | No change | 3,415 | $380K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.7% | 3,335 | $371K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,100 | $345K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $316K |
| Flaharty Asset Management, LLC | 0.04% | No change | 2,798 | $311K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Reduce -1.7% | 2,728 | $304K |
| Trust Co. of Vermont | 0.02% | No change | 2,720 | $303K |
| Creative Planning | 0.00% | No change | 2,492 | $277K |
| &partners | 0.01% | No change | 2,403 | $267K |
| Key Financial Inc | 0.06% | Add +0.0% | 2,257 | $251K |
| Agf Management Ltd. | 0.00% | No change | 2,255 | $251K |
| Stifel Financial Corp. | 0.00% | Reduce -21.3% | 2,244 | $250K |
| Cwm, LLC | 0.00% | No change | 2,213 | $246K |
| Blair William & Co. | 0.00% | No change | 2,198 | $245K |
| Element Wealth, LLC | 0.13% | Reduce -0.1% | 2,165 | $241K |
| SouthState Bank Corp | 0.02% | No change | 2,124 | $236K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,111 | $235K |
| Augustine Asset Management Inc. | 0.08% | Add +0.5% | 2,057 | $229K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 2,057 | $229K |
| Cladis Investment Advisory, LLC | 0.15% | New | 2,000 | $223K |
| Mengis Capital Management, Inc. | 0.04% | New | 1,970 | $219K |
| Wesbanco Bank Inc. | 0.01% | New | 1,969 | $219K |
| Focus Partners Wealth | 0.00% | Reduce -69.7% | 1,895 | $211K |
| Brighton Jones LLC | 0.01% | New | 1,842 | $205K |
| Arrowroot Family Office, LLC | 0.12% | New | 1,805 | $201K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,365 | $152K |
| Bellevue Asset Management, LLC | 0.08% | No change | 1,365 | $152K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $130K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $108K |
| Fifth Third Bancorp | 0.00% | No change | 900 | $100K |
| UBS Group AG | 0.00% | Reduce -19.9% | 882 | $98K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 863 | $96K |
| Independence Bank of Kentucky | 0.02% | No change | 775 | $86K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $83K |
| Guardian Wealth Management, Inc. | 0.06% | Reduce -1.9% | 742 | $83K |
| Bank of Montreal | 0.00% | Reduce -29.3% | 707 | $78K |
| Arcadia Investment Advisors LLC | 0.04% | Reduce -12.5% | 643 | $72K |
| Allworth Financial LP | 0.00% | No change | 629 | $70K |
| FMR LLC | 0.00% | Reduce -0.3% | 601 | $67K |
| Jones Financial Companies LLLP | 0.00% | Add +83.4% | 585 | $65K |
| Bristlecone Advisors, LLC | 0.00% | New | 529 | $59K |
| Signaturefd, LLC | 0.00% | No change | 494 | $55K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 475 | $53K |
| Bank of America Corp. | 0.00% | Reduce -15.7% | 472 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +105.4% | 456 | $51K |
| Albion Financial Group | 0.00% | No change | 380 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 376 | $42K |
| POM Investment Strategies, LLC | 0.03% | No change | 340 | $38K |
| Anfield Capital Management, LLC | 0.01% | New | 300 | $33K |
| Halpern Financial, Inc. | 0.01% | No change | 300 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 295 | $33K |
| Clear Point Advisors Inc. | 0.02% | No change | 200 | $22K |
| Atticus Wealth Management, LLC | 0.01% | No change | 200 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 180 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 172 | $19K |
| Founders Financial Alliance, LLC | 0.00% | No change | 152 | $17K |
| JDM Financial Group LLC | 0.01% | New | 150 | $17K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 117 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 77 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 74 | $8K |
| Citigroup Inc. | 0.00% | No change | 63 | $7K |
| WealthShield Partners, LLC | 0.00% | No change | 58 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 50 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 38 | $4K |
"% 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.