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WisdomTree U.S. AI Enhanced Value Fund
AIVL • ARCA
WisdomTree U.S. AI Enhanced Value Fund is an exchange-traded fund on ARCA. As of Q3 2025, 116 institutional investors hold shares in this ETF, with total holdings valued at $104.1M. Jaffetilchin Investment Partners, LLC is the largest holder with a position valued at $10.2M.
Overview
Overview of institutional ownership in AIVL as of Q3 2025
All Institutions
- Institutions
- 116
- Value Held
- $104.1M
- Shares Held
- 910.3K
- Avg Position
- $897.0K
- Median Position
- $333.9K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $4.0M
- Shares Held
- 35.2K
- Avg Position
- $1.3M
- Median Position
- $834.2K
Biggest Investors
Institutions with the largest positions in AIVL as of Q3 2025
| Institution | Position Value |
|---|---|
 Jaffetilchin Investment Partners, LLC RIA/Wealth | $10.2M 0.61% of portfolio |
 Noble Family Wealth, LLC RIA/Wealth | $10.2M 2.24% of portfolio |
 MORGAN STANLEY RIA/Wealth | $9.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $4.7M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $4.5M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.5M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.5M 0.00% of portfolio |
S Salomon & Ludwin, LLC Institution | $3.0M 0.27% of portfolio |
 FOUNDERS GROVE WEALTH PARTNERS, LLC RIA/Wealth | $2.8M 0.66% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AIVL in Q3 2025
- Traded
- +$4.9M
- Buyers
- 32
- Sellers
- 45
- Total Bought
- +$9.1M
- Total Sold
- −$4.3M
- Avg Position
- $819.3K
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$2.9M +25.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.8M +15.8K shares |
R ROYAL BANK OF CANADA Institution | +$1.3M +11.3K shares |
MORGAN STANLEY RIA/Wealth | +$786.2K +6.9K shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | +$582.1K +5.1K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$509.6K +4.5K shares |
 Avant Capital LLC RIA/Wealth | +$240.0K +2.1K shares |
 Steigerwald, Gordon & Koch Inc. RIA/Wealth | +$191.0K +1.7K shares |
 Goss Wealth Management LLC RIA/Wealth | +$123.3K +1.1K shares |
 Creative Planning RIA/Wealth | +$116.0K +1.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R RMB Capital Management, LLC RIA/Wealth | −$755.0K −6.6K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$536.3K −4.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$535.8K −4.7K shares |
 Altrius Capital Management Inc RIA/Wealth | −$417.2K −3.7K shares |
 NOVUS ADVISORS, LLC RIA/Wealth | −$365.2K −3.2K shares |
 Element Wealth, LLC RIA/Wealth | −$229.5K −2.0K shares |
C Colony Group, LLC Institution | −$207.3K −1.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$128.4K −1.1K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$115.4K −1.0K shares |
 MONTAG A & ASSOCIATES INC RIA/Wealth | −$91.3K −799.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AIVL in Q3 2025
- New Positions
- 5
- New Value
- $997.9K
- Exited Positions
- 11
- Exited Value
- $1.8M
New Positions
| Institution | Position Value |
|---|---|
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $509.6K 4.5K shares |
Avant Capital LLC RIA/Wealth | $240.0K 2.1K shares |
Steigerwald, Gordon & Koch Inc. RIA/Wealth | $191.0K 1.7K shares |
 Anchor Investment Management, LLC RIA/Wealth | $40.2K 351.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $17.1K 150.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $535.8K 4.7K shares |
Altrius Capital Management Inc RIA/Wealth | $417.2K 3.7K shares |
NOVUS ADVISORS, LLC RIA/Wealth | $365.2K 3.2K shares |
Element Wealth, LLC RIA/Wealth | $229.5K 2.0K shares |
 ORG Partners LLC RIA/Wealth | $62.6K 550.0 shares |
 Bristlecone Advisors, LLC RIA/Wealth | $59.8K 529.0 shares |
 Flaharty Asset Management, LLC RIA/Wealth | $47.3K 418.0 shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $40.9K 362.0 shares |
 ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $22.6K 200.0 shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | $15.8K 140.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AIVL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AIVL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Noble Family Wealth, LLC RIA/Wealth | 2.24% $10.2M |
FOUNDERS GROVE WEALTH PARTNERS, LLC RIA/Wealth | 0.66% $2.8M |
 ROBINSON SMITH WEALTH ADVISORS LLC RIA/Wealth | 0.63% $871.1K |
Jaffetilchin Investment Partners, LLC RIA/Wealth | 0.61% $10.2M |
 WealthBridge Capital Management, LLC RIA/Wealth | 0.57% $2.4M |
 Westside Investment Management, Inc. RIA/Wealth | 0.40% $2.4M |
P PPS&V ASSET MANAGEMENT CONSULTANTS, INC. RIA/Wealth | 0.27% $466.8K |
S Salomon & Ludwin, LLC Institution | 0.27% $3.0M |
 Well Done, LLC RIA/Wealth | 0.26% $1.5M |
 Fingerlakes Wealth Management, Inc. RIA/Wealth | 0.19% $285.1K |
Hedge Fund Spotlight
Discover hedge funds investing in AIVL
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
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Position in WisdomTree U.S. AI Enhanced Value Fund
- Market Value
- $2.7M
- Shares Held
- 23.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
