Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q3 2025 (September 30)117holders −4
7new positions
10sold out
2famous investors
$114.30avg. 13F price*
At the end of Q3 2025, 117 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, down 4 from Q2 2025. 7 opened new positions and 10 sold out. The largest holders were Jaffetilchin Investment Partners, LLC ($10.2M), Noble Family Wealth, LLC ($10.2M) and Morgan Stanley ($9.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 10 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 79,720 shares bought and 39,469 shares sold, net +40,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Jaffetilchin Investment Partners, LLC | 0.61% | Add +0.4% | 89,434 | $10.2M |
| Noble Family Wealth, LLC | 2.24% | No change | 89,042 | $10.2M |
| Morgan Stanley | 0.00% | Add +9.3% | 80,468 | $9.2M |
| LPL Financial LLC | 0.00% | Add +1.0% | 40,941 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +40.2% | 39,443 | $4.5M |
| Osaic Holdings, Inc. | 0.00% | Add +476.0% | 30,781 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 30,584 | $3.5M |
| Salomon & Ludwin, LLC | 0.27% | Reduce -1.4% | 25,755 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.66% | Reduce -0.2% | 24,737 | $2.8M |
| Citadel Advisors | 0.00% | Add +207.2% | 23,412 | $2.7M |
| WealthBridge Capital Management, LLC | 0.57% | Reduce -2.3% | 21,099 | $2.4M |
| Westside Investment Management, Inc. | 0.38% | Add +0.3% | 20,796 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 20,527 | $2.3M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 16,440 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.5% | 14,338 | $1.6M |
| Well Done, LLC | 0.26% | Reduce -0.5% | 13,334 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 13,198 | $1.5M |
| Biondo Investment Advisors, LLC | 0.18% | Reduce -0.5% | 12,678 | $1.4M |
| Curi Capital, LLC | 0.03% | Reduce -35.2% | 12,143 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | No change | 12,118 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.1% | 11,588 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,411 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 10,201 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -0.3% | 7,720 | $882K |
| Robinson Smith Wealth Advisors LLC | 0.63% | No change | 7,623 | $871K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +223.6% | 7,372 | $842K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.13% | No change | 7,300 | $834K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -8.0% | 7,236 | $827K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.9% | 7,080 | $809K |
| Amarillo National Bank | 0.14% | No change | 7,031 | $803K |
| Kelman-Lazarov, Inc. | 0.11% | No change | 6,432 | $735K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 6,247 | $714K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 6,120 | $699K |
| NewEdge Advisors, LLC | 0.00% | Add +21.7% | 6,048 | $691K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.9% | 5,769 | $659K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.9% | 5,648 | $645K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.9% | 5,533 | $632K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 5,492 | $628K |
| Nadler Financial Group, Inc. | 0.06% | No change | 5,130 | $586K |
| Focus Partners Wealth | 0.00% | Reduce -26.2% | 5,100 | $583K |
| AQR Capital Management | 0.00% | New | 4,459 | $510K |
| UBS Group AG | 0.00% | Reduce -3.6% | 4,361 | $498K |
| Mariner, LLC | 0.00% | Add +13.4% | 4,240 | $485K |
| Spire Wealth Management | 0.02% | Add +0.0% | 4,181 | $478K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.2% | 4,175 | $477K |
| Pps&v Asset Management Consultants, Inc. | 0.27% | No change | 4,085 | $467K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,000 | $457K |
| Montag A & Associates Inc. | 0.02% | Reduce -17.1% | 3,878 | $443K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.3% | 3,808 | $435K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.4% | 3,790 | $433K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.5% | 3,735 | $427K |
| VestGen Advisors, LLC | 0.01% | No change | 3,566 | $408K |
| Creative Planning | 0.00% | Add +40.7% | 3,507 | $401K |
| RS Crum Inc. | 0.09% | No change | 3,415 | $390K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 3,407 | $389K |
| Webster Bank, N. A. | 0.03% | No change | 3,030 | $346K |
| Aspen Grove Capital, LLC | 0.06% | No change | 3,000 | $343K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.4% | 2,929 | $335K |
| LGL Partners, LLC | 0.14% | Add +0.4% | 2,914 | $333K |
| &partners | 0.00% | Add +20.8% | 2,903 | $332K |
| Tradition Wealth Management, LLC | 0.02% | No change | 2,875 | $329K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $325K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,688 | $307K |
| Cwm, LLC | 0.00% | No change | 2,550 | $291K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 2,514 | $287K |
| Fingerlakes Wealth Management, Inc. | 0.19% | Reduce -8.1% | 2,495 | $285K |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 2,470 | $282K |
| Mezzasalma Advisors, LLC | 0.07% | Add +0.4% | 2,348 | $268K |
| Trust Co. of Vermont | 0.01% | Reduce -15.4% | 2,300 | $263K |
| Agf Management Ltd. | 0.00% | No change | 2,255 | $258K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $243K |
| Blair William & Co. | 0.00% | No change | 2,103 | $240K |
| Avant Capital LLC | 0.17% | New | 2,100 | $240K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,057 | $235K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 2,000 | $229K |
| Augustine Asset Management Inc. | 0.05% | No change | 1,987 | $227K |
| Sequent Planning LLC | 0.06% | Reduce -4.0% | 1,872 | $214K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 1,853 | $212K |
| Key Financial Inc | 0.04% | No change | 1,837 | $210K |
| Mengis Capital Management, Inc. | 0.04% | Reduce -1.4% | 1,795 | $205K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 1,671 | $191K |
| Bellevue Asset Management, LLC | 0.07% | Add +0.1% | 1,368 | $156K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,365 | $156K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $134K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,000 | $114K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $111K |
| Rockefeller Capital Management L.P. | 0.00% | New | 816 | $93K |
| Fifth Third Bancorp | 0.00% | Reduce -11.1% | 800 | $91K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $85K |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.1% | 666 | $76K |
| Bank of Montreal | 0.00% | Reduce -1.5% | 662 | $76K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 643 | $73K |
| Independence Bank of Kentucky | 0.01% | Reduce -19.4% | 625 | $71K |
| JPMorgan Chase & Co. | 0.00% | Add +26.5% | 620 | $71K |
| FMR LLC | 0.00% | No change | 602 | $69K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 591 | $68K |
| Signaturefd, LLC | 0.00% | No change | 494 | $56K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 430 | $49K |
| Albion Financial Group | 0.00% | No change | 380 | $43K |
| Glassman Wealth Services | 0.01% | No change | 357 | $41K |
"% 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.