AIVL

WisdomTree U.S. AI Enhanced Value Fund
$117.47-1.27 (-1.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.538986288825765e+207B

Total Value

$4.060310332102138e+162T

% of Float

Price History

$97.18$103.79$110.41$117.02$123.64Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC353$40.6M0.00%Share
2Jaffetilchin Investment Partners, LLC89,862$10.3M0.60%Share
3Noble Family Wealth, LLC88,825$10.2M2.15%Share
4MORGAN STANLEY76,515$8.0M0.00%Share
5LPL Financial LLC48,178$5.0M0.00%Share
6ROYAL BANK OF CANADA27,072$3.0M0.00%Share
7OSAIC HOLDINGS, INC.27,000$3.0M0.00%Share
8Salomon & Ludwin, LLC25,498$3.0M0.26%Share
9FOUNDERS GROVE WEALTH PARTNERS, LLC24,579$2.8M0.64%Share
10WealthBridge Capital Management, LLC21,082$2.4M0.55%Share
11COMMONWEALTH EQUITY SERVICES, LLC25,741$2.0M0.00%Share
12Apollon Wealth Management, LLC14,176$1.6M0.03%Share
13Biondo Investment Advisors, LLC13,418$1.5M0.19%Share
14Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.13,400$1.5M0.21%Share
15CAPTRUST FINANCIAL ADVISORS13,198$1.0M0.00%Share
16RAYMOND JAMES FINANCIAL INC11,839$1.0M0.00%Share
17Global Retirement Partners, LLC12,118$1.0M0.02%Share
18Prospera Financial Services Inc10,980$1.0M0.02%Share
19MAI Capital Management16,353$1.0M0.01%Share
20ROBINSON SMITH WEALTH ADVISORS LLC7,623$876K0.60%Share
21AMARILLO NATIONAL BANK7,031$808K0.14%Share
22Institute for Wealth Management, LLC.6,936$797K0.08%Share
23Kelman-Lazarov, Inc.6,420$738K0.11%Share
24Destiny Wealth Partners, LLC6,120$734K0.08%Share
25Perigon Wealth Management, LLC5,536$636K0.01%Share
26MONTAG A & ASSOCIATES INC4,228$486K0.02%Share
27PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$469K0.27%Share
28Nadler Financial Group, Inc.4,055$466K0.04%Share
29CAHILL FINANCIAL ADVISORS INC3,822$439K0.05%Share
30MLP3, LLC3,762$432K0.47%Share
31Perfromance Wealth Partners, LLC3,747$430K0.01%Share
32RS CRUM INC.3,415$392K0.08%Share
33Graves Light Lenhart Wealth, Inc.3,407$391K0.04%Share
34WEBSTER BANK, N. A.3,030$348K0.03%Share
35LGL PARTNERS, LLC2,928$336K0.14%Share
36Tradition Wealth Management, LLC2,875$330K0.02%Share
37Bouchey Financial Group Ltd2,840$326K0.02%Share
38KINTRA WEALTH, LLC2,739$314K0.04%Share
39McKinley Carter Wealth Services, Inc.2,688$309K0.02%Share
40Spire Wealth Management2,647$304K0.01%Share
41CWM, LLC2,550$293K0.00%Share
42Fingerlakes Wealth Management, Inc.2,507$288K0.18%Share
43Mezzasalma Advisors, LLC2,358$271K0.07%Share
44TRUST CO OF VERMONT2,300$264K0.01%Share
45Corient Private Wealth LLC2,256$259K0.00%Share
46SouthState Bank Corp2,124$244K0.01%Share
47SAX WEALTH ADVISORS, LLC2,057$236K0.01%Share
48Avant Capital LLC2,026$232K0.16%Share
49Cladis Investment Advisory, LLC2,000$229K0.13%Share
50AUGUSTINE ASSET MANAGEMENT INC1,987$228K0.05%Share