Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q1 2025 (March 31)120holders +3
8new positions
6sold out
1famous investor
$109.73avg. 13F price*
At the end of Q1 2025, 120 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, up 3 from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($10.4M), Jaffetilchin Investment Partners, LLC ($9.7M) and Noble Family Wealth, LLC ($8.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 6 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 45,051 shares bought and 43,654 shares sold, net +1,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Morgan Stanley | 0.00% | Reduce -2.0% | 94,840 | $10.4M |
| Jaffetilchin Investment Partners, LLC | 0.71% | Add +0.3% | 88,698 | $9.7M |
| Noble Family Wealth, LLC | 2.46% | Reduce -0.2% | 81,502 | $8.9M |
| LPL Financial LLC | 0.00% | Add +3.5% | 40,073 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.9% | 37,900 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +35.6% | 35,823 | $3.9M |
| CW Advisors, LLC | 0.04% | No change | 27,000 | $3.0M |
| Salomon & Ludwin, LLC | 0.31% | Reduce -0.3% | 26,259 | $2.9M |
| Founders Grove Wealth Partners, LLC | 0.76% | Reduce -1.0% | 24,861 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 22,566 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 21,729 | $2.4M |
| WealthBridge Capital Management, LLC | 0.67% | Reduce -0.4% | 21,554 | $2.4M |
| Westside Investment Management, Inc. | 0.44% | Add +24.5% | 18,883 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.5% | 18,413 | $2.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.30% | Reduce -17.4% | 18,030 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -6.3% | 16,571 | $1.8M |
| Curi Capital, LLC | 0.04% | Reduce -2.8% | 15,195 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -1.7% | 14,968 | $1.6M |
| Well Done, LLC | 0.27% | Reduce -2.6% | 14,099 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Reduce -11.0% | 13,377 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 13,258 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Reduce -1.4% | 12,733 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 11,411 | $1.3M |
| Citadel Advisors | 0.00% | New | 10,498 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 8,852 | $972K |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.2% | 8,756 | $961K |
| Aspen Grove Capital, LLC | 0.17% | No change | 8,250 | $906K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +13.4% | 7,959 | $874K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 7,845 | $861K |
| Robinson Smith Wealth Advisors LLC | 0.70% | No change | 7,623 | $837K |
| Osaic Holdings, Inc. | 0.00% | Add +54.5% | 7,586 | $833K |
| Amarillo National Bank | 0.15% | No change | 7,031 | $772K |
| Kelman-Lazarov, Inc. | 0.13% | Add +0.2% | 6,484 | $712K |
| Destiny Wealth Partners, LLC | 0.11% | No change | 6,120 | $672K |
| Perigon Wealth Management, LLC | 0.02% | No change | 5,943 | $653K |
| Focus Partners Wealth | 0.00% | Reduce -25.2% | 5,855 | $643K |
| Cetera Investment Advisers | 0.00% | Reduce -28.6% | 5,439 | $597K |
| Nadler Financial Group, Inc. | 0.06% | No change | 5,130 | $563K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 5,068 | $556K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,969 | $546K |
| Montag A & Associates Inc. | 0.03% | No change | 4,935 | $542K |
| Mariner, LLC | 0.00% | Add +9.8% | 4,694 | $515K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.3% | 4,307 | $473K |
| Spire Wealth Management | 0.01% | Add +0.0% | 4,180 | $459K |
| Pps&v Asset Management Consultants, Inc. | 0.33% | No change | 4,085 | $449K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,000 | $439K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.7% | 3,902 | $428K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.3% | 3,795 | $417K |
| Armstrong, Fleming & Moore, Inc | 0.50% | New | 3,762 | $413K |
| Altrius Capital Management Inc | 0.10% | Reduce -6.3% | 3,643 | $400K |
| VestGen Advisors, LLC | 0.02% | — | 3,566 | $392K |
| Webster Bank, N. A. | 0.04% | Reduce -11.4% | 3,500 | $384K |
| RS Crum Inc. | 0.10% | No change | 3,415 | $375K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 3,407 | $374K |
| Novus Advisors, LLC | 0.36% | Reduce -13.3% | 3,230 | $355K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -9.1% | 3,196 | $351K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.5% | 3,031 | $333K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.0% | 2,983 | $328K |
| LGL Partners, LLC | 0.15% | Reduce -41.8% | 2,890 | $317K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $312K |
| Trust Co. of Vermont | 0.01% | No change | 2,720 | $299K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Add +0.3% | 2,704 | $297K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,688 | $295K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +86666.7% | 2,603 | $286K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 2,550 | $280K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 2,535 | $278K |
| Creative Planning | 0.00% | No change | 2,492 | $274K |
| &partners | 0.00% | No change | 2,403 | $262K |
| Mezzasalma Advisors, LLC | 0.09% | Add +0.3% | 2,330 | $256K |
| HighTower Advisors, LLC | 0.00% | New | 2,271 | $249K |
| Agf Management Ltd. | 0.00% | No change | 2,255 | $248K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $233K |
| Blair William & Co. | 0.00% | Reduce -4.3% | 2,103 | $231K |
| Augustine Asset Management Inc. | 0.07% | No change | 2,069 | $227K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 2,057 | $226K |
| Element Wealth, LLC | 0.12% | Reduce -3.1% | 2,052 | $225K |
| Key Financial Inc | 0.05% | Reduce -9.6% | 2,042 | $224K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 2,000 | $220K |
| Mengis Capital Management, Inc. | 0.05% | No change | 1,970 | $216K |
| Brighton Jones LLC | 0.01% | New | 1,848 | $203K |
| Bellevue Asset Management, LLC | 0.08% | No change | 1,365 | $150K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,365 | $133K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $128K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,000 | $110K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $107K |
| Fifth Third Bancorp | 0.00% | No change | 900 | $99K |
| UBS Group AG | 0.00% | Reduce -40.6% | 880 | $97K |
| Independence Bank of Kentucky | 0.01% | No change | 775 | $85K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $81K |
| Bank of Montreal | 0.00% | Reduce -3.5% | 682 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +15.2% | 676 | $74K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 643 | $71K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 641 | $70K |
| FMR LLC | 0.00% | Reduce -0.2% | 601 | $66K |
| ORG Partners LLC | 0.02% | No change | 550 | $60K |
| Bristlecone Advisors, LLC | 0.00% | No change | 529 | $58K |
| Guardian Wealth Management, Inc. | 0.04% | Reduce -33.3% | 495 | $54K |
| Signaturefd, LLC | 0.00% | No change | 494 | $54K |
| JPMorgan Chase & Co. | 0.00% | No change | 490 | $54K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 475 | $52K |
"% 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.