AIVL

Wisdomtree US Ai Enhanced Va

+$5.3M

Net Activity

Institutions Holding

122

Popularity Rank

#4037

Avg Weight

0.07%

Total Value

$104.6M

Ownership Trend

122 institutions currently hold AIVL, with 49 net buyers and 41 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

41

Net Buying Institutions

49

Key Holders

Key Holders

Top 5 by Value

JI
Jaffetilchin Investment Partners, LLC
$10.4M
NF
Noble Family Wealth, LLC
$10.2M
MS
Morgan Stanley
$9.3M
LF
LPL Financial LLC
$5.9M
OH
Osaic Holdings, INC.
$3.6M

Top 5 by Conviction

NF
Noble Family Wealth, LLC
2.10%
JI
Jaffetilchin Investment Partners, LLC
0.62%
FG
Founders Grove Wealth Partners, LLC
0.62%
RS
Robinson Smith Wealth Advisors LLC
0.60%
WC
WealthBridge Capital Management, LLC
0.56%
View all 122 holding institutions

Quarterly Activity

Recent Activity

+$55.1M

Total Buy Value

$43.7M

Total Sell Value

New buy14
Trim35
Add35
Sold out6

49

Net Buyers

41

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US AI ENHANCED VA (AIVL)?
Major stakeholders currently include Jaffetilchin Investment Partners, LLC ($10.4M), Noble Family Wealth, LLC ($10.2M), Morgan Stanley ($9.3M). Based on the latest 13F filings, there are a total of 122 tracked investment funds and institutions maintaining positions in AIVL.
What is the overall institutional sentiment toward AIVL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.3M, driven by 49 managers accumulating shares while 41 reduced their exposure.
Which institutions have been selling or reducing their AIVL positions?
In the latest period, 35 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $43.7M.
Are there any notable investors adding AIVL to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 35 existing holders added to their shares. The total reported buy value for the quarter amounted to $55.1M.

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