WISDOMTREE US AI ENHANCED VA (AIVL) Institutional Ownership Changes & 13F Activity
WISDOMTREE US AI ENHANCED VA (AIVL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Mariner, Llc, Jane Street Group, Llc, Royal Bank Of Canada, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +2 | +0.6% | 356 | $46.65K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Sell | -1,128 | -27.9% | 2,915 | $382.25K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +527 | +30.5% | 2,256 | $295.83K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +277 | +5.1% | 5,722 | $750.37K | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Sell | -6,461 | -33.4% | 12,875 | $1.69M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +4,845 | — | 4,845 | $635.33K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,810 | +15.4% | 28,612 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,806 | -16.4% | 9,231 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | Sell | -1,500 | -12.6% | 10,400 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +1,312 | +44.4% | 4,268 | $560.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -660 | -3.6% | 17,924 | $2.35M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +597 | — | 597 | $78.28K | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Sell | -592 | -5.1% | 11,041 | $1.45M | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +291 | +16.3% | 2,077 | $272.39K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +263 | +23.0% | 1,404 | $183.53K | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Buy | +200 | +312.5% | 264 | $34.62K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -122 | -0.7% | 16,149 | $2.12M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +118 | +0.4% | 30,977 | $4.06M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +32 | +0.8% | 4,013 | $545.61K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +21 | +0.3% | 7,747 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +1 | +0.0% | 3,882 | $509.03K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +5,097 | +121.3% | 9,298 | $1.22M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -531 | -4.0% | 12,714 | $1.67M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -327 | -65.7% | 171 | $22.42K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -319 | -3.7% | 8,256 | $1.08M | Q2 2026 | Aug 13, 2026 |
| Biondo Investment Advisors, Llc | Buy | +242 | +1.8% | 13,875 | $1.82M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +209 | +25.4% | 1,033 | $135.41K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -69 | -0.1% | 80,689 | $10.58M | Q2 2026 | Aug 13, 2026 |
| Avant Capital Llc | Buy | +1,723 | — | 1,723 | $225.98K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -646 | -14.1% | 3,951 | $518.08K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about AIVL activity
Which institutional owners are buying AIVL?
Institutional owners buying AIVL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AIVL activity?
"Buy" means an investor increased their reported position in AIVL compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US AI ENHANCED VA (AIVL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AIVL increasing?
Institutional interest in AIVL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.