Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q4 2024 (December 31)117holders −4
6new positions
11sold out
$106.60avg. 13F price*
At the end of Q4 2024, 117 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, down 4 from Q3 2024. 6 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($10.3M), Jaffetilchin Investment Partners, LLC ($9.4M) and Noble Family Wealth, LLC ($8.7M).
- Company
- Wisdomtree US AI Enhanced Va
- CUSIP
- 97717W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $450K |
| Exits | 11 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 19,920 shares bought and 61,748 shares sold, net −41,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 96,774 | $10.3M |
| Jaffetilchin Investment Partners, LLC | 0.68% | Add +0.6% | 88,410 | $9.4M |
| Noble Family Wealth, LLC | 2.40% | Reduce -2.2% | 81,697 | $8.7M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 38,703 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.0% | 33,854 | $3.6M |
| CW Advisors, LLC | 0.04% | No change | 27,000 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 26,412 | $2.8M |
| Salomon & Ludwin, LLC | 0.30% | Reduce -3.6% | 26,333 | $2.8M |
| Founders Grove Wealth Partners, LLC | 0.77% | — | 25,114 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 24,708 | $2.6M |
| Raymond James Financial Inc. | 0.00% | — | 22,002 | $2.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.35% | Reduce -8.0% | 21,830 | $2.3M |
| WealthBridge Capital Management, LLC | 0.64% | Reduce -0.5% | 21,650 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.3% | 20,569 | $2.2M |
| MAI Capital Management | 0.01% | Add +0.9% | 17,686 | $1.9M |
| Curi Capital, LLC | 0.04% | Reduce -8.8% | 15,630 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.1% | 15,223 | $1.6M |
| Westside Investment Management, Inc. | 0.34% | Reduce -5.8% | 15,163 | $1.6M |
| Well Done, LLC | 0.29% | No change | 14,474 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -2.3% | 15,023 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 13,257 | $1.4M |
| Biondo Investment Advisors, LLC | 0.19% | Reduce -1.3% | 12,908 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.5% | 11,664 | $1.2M |
| First Hawaiian Bank | 0.04% | No change | 10,439 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 8,821 | $940K |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.3% | 8,738 | $931K |
| Aspen Grove Capital, LLC | 0.19% | No change | 8,250 | $879K |
| Focus Partners Wealth | 0.00% | Add +313.3% | 7,832 | $834K |
| Cerity Partners LLC | 0.00% | Reduce -5.6% | 7,828 | $834K |
| Robinson Smith Wealth Advisors LLC | 0.69% | No change | 7,623 | $812K |
| Cetera Investment Advisers | 0.00% | Reduce -7.2% | 7,620 | $812K |
| Amarillo National Bank | 0.14% | No change | 7,031 | $749K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +72.0% | 7,017 | $747K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.3% | 6,636 | $707K |
| Kelman-Lazarov, Inc. | 0.12% | No change | 6,469 | $689K |
| Destiny Wealth Partners, LLC | 0.11% | No change | 6,120 | $652K |
| Perigon Wealth Management, LLC | 0.02% | Add +43.0% | 5,943 | $648K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 5,143 | $548K |
| Nadler Financial Group, Inc. | 0.06% | Reduce -10.5% | 5,130 | $546K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.2% | 4,969 | $529K |
| LGL Partners, LLC | 0.08% | Add +0.3% | 4,969 | $529K |
| Montag A & Associates Inc. | 0.03% | No change | 4,935 | $526K |
| Osaic Holdings, Inc. | 0.00% | Add +35.9% | 4,910 | $523K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.8% | 4,361 | $465K |
| Waverly Advisors, LLC | 0.01% | Reduce -15.5% | 4,322 | $460K |
| Mariner, LLC | 0.00% | Add +0.0% | 4,277 | $456K |
| Spire Wealth Management | 0.01% | Reduce -16.1% | 4,179 | $445K |
| Pps&v Asset Management Consultants, Inc. | 0.29% | No change | 4,085 | $435K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,000 | $426K |
| Webster Bank, N. A. | 0.05% | No change | 3,950 | $421K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -3.1% | 3,929 | $419K |
| Altrius Capital Management Inc | 0.11% | Reduce -6.0% | 3,888 | $414K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -4.3% | 3,785 | $403K |
| Novus Advisors, LLC | 0.40% | — | 3,725 | $397K |
| Tradition Wealth Management, LLC | 0.03% | No change | 3,517 | $375K |
| RS Crum Inc. | 0.09% | No change | 3,415 | $364K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -2.6% | 3,407 | $363K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $303K |
| Flaharty Asset Management, LLC | 0.04% | No change | 2,798 | $298K |
| Trust Co. of Vermont | 0.01% | No change | 2,720 | $290K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Reduce -1.2% | 2,695 | $287K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -25.9% | 2,688 | $286K |
| Cwm, LLC | 0.00% | Add +17.5% | 2,600 | $277K |
| Stifel Financial Corp. | 0.00% | Add +12.9% | 2,533 | $270K |
| Creative Planning | 0.00% | No change | 2,492 | $265K |
| &partners | 0.00% | No change | 2,403 | $256K |
| Mezzasalma Advisors, LLC | 0.08% | New | 2,323 | $247K |
| Key Financial Inc | 0.05% | Add +0.0% | 2,258 | $240K |
| Agf Management Ltd. | 0.00% | No change | 2,255 | $240K |
| Blair William & Co. | 0.00% | No change | 2,198 | $234K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $226K |
| Element Wealth, LLC | 0.12% | Reduce -2.2% | 2,118 | $226K |
| Augustine Asset Management Inc. | 0.06% | Add +0.6% | 2,069 | $220K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 2,057 | $219K |
| Cladis Investment Advisory, LLC | 0.15% | No change | 2,000 | $213K |
| Mengis Capital Management, Inc. | 0.04% | No change | 1,970 | $210K |
| UBS Group AG | 0.00% | Add +68.0% | 1,482 | $158K |
| Bellevue Asset Management, LLC | 0.08% | No change | 1,365 | $145K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,365 | $145K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $125K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | New | 1,000 | $107K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $104K |
| Fifth Third Bancorp | 0.00% | No change | 900 | $96K |
| Bank of America Corp. | 0.00% | Add +66.7% | 787 | $84K |
| Independence Bank of Kentucky | 0.01% | No change | 775 | $83K |
| Guardian Wealth Management, Inc. | 0.05% | No change | 742 | $79K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $79K |
| Bank of Montreal | 0.00% | No change | 707 | $75K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 643 | $68K |
| Lowe Wealth Advisors, LLC | 0.03% | Reduce -25.7% | 641 | $68K |
| FMR LLC | 0.00% | Add +0.2% | 602 | $64K |
| Jones Financial Companies LLLP | 0.00% | Add +0.3% | 587 | $63K |
| ORG Partners LLC | 0.01% | New | 550 | $59K |
| Bristlecone Advisors, LLC | 0.00% | No change | 529 | $56K |
| Signaturefd, LLC | 0.00% | No change | 494 | $53K |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.1% | 490 | $52K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 475 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 456 | $49K |
| Albion Financial Group | 0.00% | No change | 380 | $40K |
| North Star Investment Management Corp. | 0.00% | No change | 376 | $40K |
"% 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.