AIVL · WisdomTree U.S. AI Enhanced Value Fund ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Dec 31, 2025Quarterly Activity
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +5,861 | 8,415 |
Top Sellers
vs Dec 31, 2025Top New Positions
vs Dec 31, 2025Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 79,464 | $9,136,769 | |
| Mega LPL Financial LLC | 48,178 | $5,539,506 | |
| Mega ROYAL BANK OF CANADA | 35,769 | $4,112,719 | |
| Large OSAIC HOLDINGS, INC. | 30,925 | $3,555,755 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 25,741 | $2,959,700 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC AIVL | $721,215 | 51.54% | 5,500 | — | New | Call | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC AIVL | $382,243 | 27.32% | 2,915 | — |
+361
+14.1%
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Shares | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Corient Private Wealth LLC AIVL | $295,829 | 21.14% | 2,256 | — |
0
0.0%
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Shares | 2026-08-27 | ||||||||||||||||||||||||||
| Mega MORGAN STANLEY AIVL | $9,136,769 | 652.96% | 79,464 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC AIVL | $5,539,506 | 395.88% | 48,178 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank AIVL | $4,112,719 | 293.92% | 35,769 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. AIVL | $3,555,755 | 254.11% | 30,925 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large COMMONWEALTH EQUITY SERVICES, LLC AIVL | $2,959,700 | 211.51% | 25,741 | — | Sold Out | Shares | 2026-02-12 | ||||||||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC AIVL | $2,331,334 | 166.61% | 20,276 | — | Sold Out | Shares | 2026-02-18 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MAI Capital Management AIVL | $1,880,267 | 134.37% | 16,353 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Small Biondo Investment Advisors, LLC AIVL | $1,542,801 | 110.26% | 13,418 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Small Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. AIVL | $1,540,732 | 110.11% | 13,400 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Large CAPTRUST FINANCIAL ADVISORS AIVL | $1,517,506 | 108.45% | 13,198 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Mid Curi Capital, LLC AIVL | $1,396,201 | 99.78% | 12,143 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Mid Global Retirement Partners, LLC Pension AIVL | $1,393,327 | 99.57% | 12,118 | — | Sold Out | Shares | 2026-02-06 | ||||||||||||||||||||||||||
| Mid Prospera Financial Services Inc AIVL | $1,262,480 | 90.22% | 10,980 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN AIVL | $1,191,307 | 85.14% | 10,361 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC AIVL | $927,083 | 66.25% | 8,063 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
| Large Cerity Partners LLC AIVL | $916,850 | 65.52% | 7,974 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
| Micro ROBINSON SMITH WEALTH ADVISORS LLC AIVL | $876,492 | 62.64% | 7,623 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| Large Janney Montgomery Scott LLC AIVL | $865,569 | 61.86% | 7,528 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
| Large Baird Financial Group, Inc. AIVL | $718,280 | 51.33% | 6,247 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Destiny Wealth Partners, LLC AIVL | $703,677 | 50.29% | 6,120 | — | Sold Out | Shares | 2026-02-03 | ||||||||||||||||||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV AIVL | $659,525 | 47.13% | 5,736 | — | Sold Out | Shares | 2026-02-18 | ||||||||||||||||||||||||||
| Large Cetera Investment Advisers AIVL | $651,591 | 46.57% | 5,667 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. AIVL | $646,417 | 46.20% | 5,622 | — | Sold Out | Shares | 2026-02-05 | ||||||||||||||||||||||||||
| Large Focus Partners Wealth AIVL | $579,844 | 41.44% | 5,043 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC AIVL | $555,123 | 39.67% | 4,828 | — | Sold Out | Shares | 2026-02-18 | ||||||||||||||||||||||||||
| Mega AQR CAPITAL MANAGEMENT LLC AIVL | $512,695 | 36.64% | 4,459 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Large Mariner, LLC AIVL | $487,745 | 34.86% | 4,242 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Mid MONTAG A & ASSOCIATES INC AIVL | $486,135 | 34.74% | 4,228 | — | Sold Out | Shares | 2026-02-02 | ||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP AIVL | $485,330 | 34.68% | 4,221 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Nadler Financial Group, Inc. AIVL | $466,243 | 33.32% | 4,055 | — | Sold Out | Shares | 2026-01-28 | ||||||||||||||||||||||||||
| Mid OneDigital Investment Advisors LLC AIVL | $459,920 | 32.87% | 4,000 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Mid Waverly Advisors, LLC AIVL | $452,676 | 32.35% | 3,937 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Small CAHILL FINANCIAL ADVISORS INC AIVL | $439,453 | 31.41% | 3,822 | — | Sold Out | Shares | 2026-02-18 | ||||||||||||||||||||||||||
| Micro MLP3, LLC AIVL | $432,554 | 30.91% | 3,762 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Large Kestra Advisory Services, LLC AIVL | $430,600 | 30.77% | 3,745 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Large Creative Planning AIVL | $403,234 | 28.82% | 3,507 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Micro RS CRUM INC. AIVL | $392,656 | 28.06% | 3,415 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Small Aspen Grove Capital, LLC AIVL | $344,940 | 24.65% | 3,000 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Micro LGL PARTNERS, LLC AIVL | $336,661 | 24.06% | 2,928 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| Large &PARTNERS AIVL | $333,786 | 23.85% | 2,903 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Small Tradition Wealth Management, LLC AIVL | $330,567 | 23.62% | 2,875 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
| Small KINTRA WEALTH, LLC AIVL | $314,930 | 22.51% | 2,739 | — | Sold Out | Shares | 2026-02-18 | ||||||||||||||||||||||||||
| Small McKinley Carter Wealth Services, Inc. AIVL | $309,066 | 22.09% | 2,688 | — | Sold Out | Shares | 2026-02-06 | ||||||||||||||||||||||||||
| Micro Fingerlakes Wealth Management, Inc. AIVL | $288,254 | 20.60% | 2,507 | — | Sold Out | Shares | 2026-02-05 | ||||||||||||||||||||||||||
| Large STIFEL FINANCIAL CORP AIVL | $286,529 | 20.48% | 2,492 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large HighTower Advisors, LLC AIVL | $284,230 | 20.31% | 2,472 | — | Sold Out | Shares | 2026-02-06 | ||||||||||||||||||||||||||
| Large AGF MANAGEMENT LTD AIVL | $259,279 | 18.53% | 2,255 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid SouthState Bank Corp Bank AIVL | $244,217 | 17.45% | 2,124 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large BLAIR WILLIAM & CO/IL AIVL | $241,802 | 17.28% | 2,103 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Micro Avant Capital LLC AIVL | $232,949 | 16.65% | 2,026 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Small Cladis Investment Advisory, LLC AIVL | $229,960 | 16.43% | 2,000 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Small Key Financial Inc AIVL | $211,333 | 15.10% | 1,838 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| Mid AXXCESS WEALTH MANAGEMENT, LLC AIVL | $202,709 | 14.49% | 1,763 | — | Sold Out | Shares | 2026-02-19 | ||||||||||||||||||||||||||
| Mega UBS Group AG AIVL | $175,344 | 12.53% | 1,525 | — | Sold Out | Shares | 2026-01-29 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CIBC Private Wealth Group LLC AIVL | $156,947 | 11.22% | 1,365 | — | Sold Out | Shares | 2026-02-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid HARBOUR INVESTMENTS, INC. AIVL | $134,526 | 9.61% | 1,170 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| Mid Clearstead Advisors, LLC AIVL | $111,875 | 8.00% | 973 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP AIVL | $95,203 | 6.80% | 828 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Rockefeller Capital Management L.P. AIVL | $93,823 | 6.71% | 816 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega FRANKLIN RESOURCES INC AIVL | $85,085 | 6.08% | 740 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega FMR LLC AIVL | $76,346 | 5.46% | 664 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BANK OF MONTREAL /CAN/ Bank AIVL | $71,517 | 5.11% | 622 | — | Sold Out | Shares | 2026-02-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JPMORGAN CHASE & CO AIVL | $56,339 | 4.03% | 490 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small 1620 INVESTMENT ADVISORS, INC. AIVL | $44,267 | 3.16% | 385 | — | Sold Out | Shares | 2026-02-05 | ||||||||||||||||||||||||||
| Small Glassman Wealth Services AIVL | $41,047 | 2.93% | 357 | — | Sold Out | Shares | 2026-01-28 | ||||||||||||||||||||||||||
| Small Anchor Investment Management, LLC AIVL | $40,587 | 2.90% | 353 | — | Sold Out | Shares | 2026-02-26 | ||||||||||||||||||||||||||
| Micro POM Investment Strategies, LLC AIVL | $39,093 | 2.79% | 340 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank AIVL | $38,288 | 2.74% | 333 | — | Sold Out | Shares | 2026-02-17 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Steward Partners Investment Advisory, LLC AIVL | $37,253 | 2.66% | 324 | — | Sold Out | Shares | 2026-02-12 | ||||||||||||||||||||||||||
| Small Ritter Daniher Financial Advisory LLC / DE AIVL | $35,068 | 2.51% | 305 | — | Sold Out | Shares | 2026-02-10 | ||||||||||||||||||||||||||
| Mid Allworth Financial LP AIVL | $33,114 | 2.37% | 288 | — | Sold Out | Shares | 2026-02-05 | ||||||||||||||||||||||||||
| Mid North Star Investment Management Corp. AIVL | $32,884 | 2.35% | 286 | — | Sold Out | Shares | 2026-01-30 | ||||||||||||||||||||||||||
| Micro Hughes Financial Services, LLC AIVL | $29,089 | 2.08% | 253 | — | Sold Out | Shares | 2026-02-11 | ||||||||||||||||||||||||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC AIVL | $26,445 | 1.89% | 230 | — | Sold Out | Shares | 2026-02-03 | ||||||||||||||||||||||||||
| Micro Dynamic Wealth Strategies, LLC AIVL | $13,452 | 0.96% | 117 | — | Sold Out | Shares | 2026-02-04 | ||||||||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO AIVL | $10,003 | 0.71% | 87 | — | Sold Out | Shares | 2026-02-10 | ||||||||||||||||||||||||||
| Small Glen Eagle Advisors, LLC AIVL | $7,358 | 0.53% | 64 | — | Sold Out | Shares | 2026-02-13 | ||||||||||||||||||||||||||
| Small WealthShield Partners, LLC AIVL | $6,668 | 0.48% | 58 | — | Sold Out | Shares | 2026-02-03 | ||||||||||||||||||||||||||
| Small MTM Investment Management, LLC AIVL | $5,749 | 0.41% | 50 | — | Sold Out | Shares | 2026-02-09 | ||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||