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Wisdomtree US AI Enhanced VA (AIVL)

CUSIP: 97717W406 | NYSE | 484 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Noble Family Wealth, LLC87,229
2.0% of portfolio›$11.2M
WJ Wealth Management, LLC42,056
2.2% of portfolio›$5.4M
Salomon & Ludwin, LLC24,743
0.3% of portfolio›$3.2M
Founders Grove Wealth Partners, LLC23,194
0.6% of portfolio›$3.0M
WealthBridge Capital Management, LLC20,885
0.5% of portfolio›$2.7M
Westside Investment Management, Inc.20,657
0.3% of portfolio›$2.6M
Integrated Advisors Network LLC14,970
0.1% of portfolio›$1.9M
Well Done, LLC13,211
0.2% of portfolio›$1.7M
Commonwealth Equity Services, LLC12,397
0.0% of portfolio›$1.6M
Apollon Wealth Management, LLC11,348
0.0% of portfolio›$1.5M
Prospera Financial Services Inc8,590
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC8,092
0.0% of portfolio›$1.0M
Robinson Smith Wealth Advisors LLC7,124
0.6% of portfolio›$911.4K
Amarillo National Bank7,031
0.1% of portfolio›$899.6K
Destiny Wealth Partners, LLC6,120
0.1% of portfolio›$825.6K
Cambridge Investment Research Advisors, Inc.5,772
0.0% of portfolio›$738
Dickmeyer Boyce Financial Management, Inc.5,639
0.4% of portfolio›$721.4K
Perigon Wealth Management, LLC5,493
0.0% of portfolio›$702.8K
Concurrent Investment Advisors, LLC4,523
0.0% of portfolio›$578.7K
Decker Wealth Management LLC4,516
0.1% of portfolio›$577.8K
Mlp3, LLC3,762
0.4% of portfolio›$481.3K
Nadler Financial Group, Inc.3,730
0.0% of portfolio›$477.2K
VestGen Advisors, LLC3,566
0.0% of portfolio›$456.2K
Creative Planning3,507
0.0% of portfolio›$448.7K
RS Crum Inc.3,415
0.1% of portfolio›$436.9K
Graves Light Lenhart Wealth, Inc.3,325
0.0% of portfolio›$425.4K
Spire Wealth Management3,093
0.0% of portfolio›$395.7K
McKinley Carter Wealth Services, Inc.2,688
0.0% of portfolio›$343.9K
Partners Wealth Management, LLC2,424
0.0% of portfolio›$310.1K
Mezzasalma Advisors, LLC2,383
0.1% of portfolio›$304.8K
Fingerlakes Wealth Management, Inc.2,237
0.2% of portfolio›$286.2K
SAX Wealth Advisors, LLC2,057
0.0% of portfolio›$263.2K
Augustine Asset Management Inc1,987
0.1% of portfolio›$254.3K
Key FInancial Inc1,839
0.0% of portfolio›$235.3K
AGF Management LTD1,830
0.0% of portfolio›$234.1K
Trust Co of Vermont1,800
0.0% of portfolio›$230.3K
Mengis Capital Management, Inc.1,655
0.0% of portfolio›$211.7K
Montag A & Associates Inc1,228
0.0% of portfolio›$157.1K
Farther Finance Advisors, LLC1,111
0.0% of portfolio›$142.1K
Pension & Wealth Management Advisors, Inc.1,000
0.0% of portfolio›$127.9K
Jacobi Capital Management LLC741
0.0% of portfolio›$94.8K
Arcadia Investment Advisors LLC643
0.0% of portfolio›$82.3K
Independence Bank of Kentucky625
0.0% of portfolio›$80.0K
Capital Investment Advisory Services, LLC456
0.0% of portfolio›$58.3K
Beacon Investment Advisory Services, Inc.408
0.0% of portfolio›$52.2K
Silver Grove Financial Group, Inc.398
0.0% of portfolio›$50.9K
Albion Financial Group310
0.0% of portfolio›$39.7K
1620 Investment Advisors, Inc.300
0.0% of portfolio›$38.4K
North Star Investment Management Corp.286
0.0% of portfolio›$36.6K
Hughes Financial Services, LLC253
0.0% of portfolio›$34.4K
Quaker Wealth Management, LLC226
0.0% of portfolio›$28.9K
CoreCap Advisors, LLC200
0.0% of portfolio›$25.6K
Heritage Family Offices, LLP166
0.0% of portfolio›$21.2K
Dynamic Wealth Strategies, LLC117
0.0% of portfolio›$15.0K
Assetmark, Inc82
0.0% of portfolio›$10.5K
Buck Wealth Strategies, LLC72
0.0% of portfolio›$9.2K
MTM Investment Management, LLC50
0.0% of portfolio›$6.4K
Allspring Global Investments Holdings, LLC38
0.0% of portfolio›$4.9K
StyleTurnoverLocationFiled
Noble Family Wealth, LLC
87,229$11.2M2.0%ETFVery LowClearwater, FL2026-10-26
WJ Wealth Management, LLC
42,056$5.4M2.2%ETFMediumGlendale, AZ2026-11-03
Salomon & Ludwin, LLC
24,743$3.2M0.3%ETFVery LowRichmond, VA2026-10-29
Founders Grove Wealth Partners, LLC
23,194$3.0M0.6%ETFLowRichmond, VA2026-10-16
WealthBridge Capital Management, LLC
20,885$2.7M0.5%ETFLowWesterville, OH2026-10-16
Westside Investment Management, Inc.
20,657$2.6M0.3%GrowthLowSanta Monica, CA2026-11-02
Integrated Advisors Network LLC
14,970$1.9M0.1%GrowthMediumDallas, TX2026-10-20
Well Done, LLC
13,211$1.7M0.2%ETFLowHolland, MI2026-10-20
Commonwealth Equity Services, LLC
12,397$1.6M0.0%ETFLowWaltham, MA2026-11-02
Apollon Wealth Management, LLC
11,348$1.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Prospera Financial Services Inc
8,590$1.2M0.0%CoreMediumDallas, TX2026-11-04
Kestra Advisory Services, LLC
8,092$1.0M0.0%CoreLowAustin, TX2026-11-02
Robinson Smith Wealth Advisors LLC
7,124$911.4K0.6%ETFLowSouth Portland, ME2026-10-22
Amarillo National Bank
7,031$899.6K0.1%ETFVery LowAmarillo, TX2026-10-23
Destiny Wealth Partners, LLC
6,120$825.6K0.1%ETFMediumTavares, FL2026-11-05
Cambridge Investment Research Advisors, Inc.
5,772$7380.0%ETFLowFairfield, IA2026-11-02
Dickmeyer Boyce Financial Management, Inc.
5,639$721.4K0.4%CoreVery LowFort Wayne, IN2026-10-08
Perigon Wealth Management, LLC
5,493$702.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Concurrent Investment Advisors, LLC
4,523$578.7K0.0%GrowthMediumTampa, FL2026-10-16
Decker Wealth Management LLC
4,516$577.8K0.1%MomentumLowNashville, TN2026-10-09
Mlp3, LLC
3,762$481.3K0.4%CoreVery LowLinwood, NJ2026-10-22
Nadler Financial Group, Inc.
3,730$477.2K0.0%ETFVery LowDeerfield, IL2026-10-23
VestGen Advisors, LLC
3,566$456.2K0.0%GrowthMediumChicago, IL2026-10-27
Creative Planning
3,507$448.7K0.0%IndexVery LowOverland Park, KS2026-11-02
RS Crum Inc.
3,415$436.9K0.1%ETFVery LowNewport Beach, CA2026-10-19
Graves Light Lenhart Wealth, Inc.
3,325$425.4K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Spire Wealth Management
3,093$395.7K0.0%GrowthMediumMclean, VA2026-10-30
McKinley Carter Wealth Services, Inc.
2,688$343.9K0.0%ETFMediumWheeling, WV2026-10-16
Partners Wealth Management, LLC
2,424$310.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Mezzasalma Advisors, LLC
2,383$304.8K0.1%GrowthLowTinton Falls, NJ2026-10-14
Fingerlakes Wealth Management, Inc.
2,237$286.2K0.2%ETFVery LowIthaca, NY2026-11-04
SAX Wealth Advisors, LLC
2,057$263.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Augustine Asset Management Inc
1,987$254.3K0.1%GrowthVery LowJacksonville, FL2026-10-13
Key FInancial Inc
1,839$235.3K0.0%ETFLowWest Chester, PA2026-11-02
AGF Management LTD
1,830$234.1K0.0%GrowthHighToronto, Australia2026-11-03
Trust Co of Vermont
1,800$230.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Mengis Capital Management, Inc.
1,655$211.7K0.0%CoreLowPortland, OR2026-10-13
Montag A & Associates Inc
1,228$157.1K0.0%CoreLowAtlanta, GA2026-10-29
Farther Finance Advisors, LLC
1,111$142.1K0.0%IndexLowSan Francisco, CA2026-10-08
Pension & Wealth Management Advisors, Inc.
1,000$127.9K0.0%ETFLowWaltham, MA2026-10-16
Jacobi Capital Management LLC
741$94.8K0.0%CoreLowPittston, PA2026-11-05
Arcadia Investment Advisors LLC
643$82.3K0.0%ETFLowEagle, ID2026-10-13
Independence Bank of Kentucky
625$80.0K0.0%GrowthLowOwensboro, KY2026-10-26
Capital Investment Advisory Services, LLC
456$58.3K0.0%CoreMediumRaleigh, NC2026-10-30
Beacon Investment Advisory Services, Inc.
408$52.2K0.0%GrowthLowMorristown, NJ2026-10-13
Silver Grove Financial Group, Inc.
398$50.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Albion Financial Group
310$39.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
1620 Investment Advisors, Inc.
300$38.4K0.0%ValueLowPlymouth, MA2026-11-04
North Star Investment Management Corp.
286$36.6K0.0%CoreLowChicago, IL2026-10-27
Hughes Financial Services, LLC
253$34.4K0.0%ETFLowHerndon, VA2026-10-30
Quaker Wealth Management, LLC
226$28.9K0.0%ETFMediumMoorestown, NJ2026-10-22
CoreCap Advisors, LLC
200$25.6K0.0%ETFMediumSouthfield, MI2026-10-08
Heritage Family Offices, LLP
166$21.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Dynamic Wealth Strategies, LLC
117$15.0K0.0%ETFLowGranite Bay, CA2026-10-16
Assetmark, Inc
82$10.5K0.0%ETFLowConcord, CA2026-10-21
Buck Wealth Strategies, LLC
72$9.2K0.0%ValueMediumDenver, CO2026-10-28
MTM Investment Management, LLC
50$6.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Allspring Global Investments Holdings, LLC
38$4.9K0.0%CoreMediumCharlotte, NC2026-11-04