Who Owns AIVL?
WisdomTree U.S. AI Enhanced Value Fund — Institutional Ownership & 13F Holdings
$122.31
+0.00 (+0.00%)
Market Cap
$403.3M
Shares Outstanding
3,041,704
Institutional Holders
119
Total Inst. Value
$373.0M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
25
Closed Positions
6
Increased
18
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $285.8M | 2,603 |
| 2 | MORGAN STANLEY | $10.4M | 94,840 |
| 3 | Jaffetilchin Investment Partners, LLC | $9.7M | 88,698 |
| 4 | Noble Family Wealth, LLCNew | $8.9M | 81,502 |
| 5 | ROYAL BANK OF CANADA | $3.9M | 35,823 |
| 6 | CW Advisors, LLC | $3.0M | 27,000 |
| 7 | Salomon & Ludwin, LLC | $2.9M | 26,259 |
| 8 | FOUNDERS GROVE WEALTH PARTNERS, LLCNew | $2.7M | 24,861 |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.4M | 21,729 |
| 10 | WealthBridge Capital Management, LLCNew | $2.4M | 21,554 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3K | $285.8M |
| Jaffetilchin Investment Partners, LLC | +288 | $9.7M |
| Noble Family Wealth, LLCNew | +82K | $8.9M |
| ROYAL BANK OF CANADA | +9K | $3.9M |
| FOUNDERS GROVE WEALTH PARTNERS, LLCNew | +25K | $2.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | -4K | $2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -4K | $328K |
| Flaharty Asset Management, LLC | -2K | $45K |
| Cetera Investment Advisers | -2K | $597K |
| MERCER GLOBAL ADVISORS INC /ADV | -2K | $2.0M |
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Frequently Asked Questions
How many institutional investors hold AIVL?
As of Q1 2025, 119 institutional investors report holding AIVL (WisdomTree U.S. AI Enhanced Value Fund) in their 13F filings.
Which hedge fund owns the most AIVL?
The largest institutional holder of AIVL is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $285.8M in shares.
Are institutions buying or selling AIVL?
This quarter, 25 institutions opened new positions in AIVL and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.