WISDOMTREE U.S. AI ENHANCED VALUE FUND

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AIVL·97717W406·US·ETF·Unknown - Unknown

AIVL (WISDOMTREE U.S. AI ENHANCED VALUE FUND) is held by 50 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($10.6M), LPL Financial LLC ($6.8M), OSAIC HOLDINGS, INC. ($4.1M). Net institutional sentiment: Mixed.

50

Holders

(9 Elite)

$51.8M

Total Value

54% (39)

Consensus

21 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)40

Insider (Form 4)55

Activist (13D/13G)30

Congressional (STOCK Act)25

Holder Quality

59

★★★★★

Elite

67

★★★★

Strong

67

★★★

Solid

25

★★

Below

20

★

Weak

Held by 50 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AIVL.

Top Holders

Top Holders (50)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	80,689(-0.1%)	$10.6M	0.0%	+36.74%	0
LPL Financial LLC	Increased	51,487(+1.4%)	$6.8M	0.0%	+56.78%	28
OSAIC HOLDINGS, INC.	Increased	30,977(+0.4%)	$4.1M	0.0%	+23.32%	27
ROYAL BANK OF CANADA	Increased	28,612(+15.4%)	$3.8M	0.0%	+22.02%	31
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	20,843(-25.3%)	$2.7M	0.0%	+66.14%	0
RAYMOND JAMES FINANCIAL INC	Decreased	17,924(-3.5%)	$2.4M	0.0%	+28.97%	0
MAI Capital Management	Decreased	16,149(-0.8%)	$2.1M	0.0%	+37.21%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	12,875(-33.4%)	$1.7M	0.0%	+12.01%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	12,714(-4.0%)	$1.7M	0.0%	+67.92%	0
Mariner, LLC	Increased	9,298(+121.3%)	$1.2M	0.0%	+21.10%	41
WELLS FARGO & COMPANY/MN	Decreased	9,231(-16.4%)	$1.2M	0.0%	+47.19%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	8,256(-3.7%)	$1.1M	0.0%	+19.02%	0
Cerity Partners LLC	Increased	7,747(+0.3%)	$1M	0.0%	+51.94%	25
ENVESTNET ASSET MANAGEMENT INC	Decreased	5,877(-20.6%)	$770,635	0.0%	+10.76%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	5,722(+5.1%)	$750,366	0.0%	+81.90%	26
Baird Financial Group, Inc.	Decreased	5,697(-3.4%)	$747,055	0.0%	+21.25%	0
Cetera Investment Advisers	Decreased	5,671(-3.4%)	$743,641	0.0%	+37.80%	0
FWFocus Partners Wealth	Decreased	4,852(-3.9%)	$636,209	0.0%	+28.58%	0
JANE STREET GROUP, LLC	New	4,845	$635,331	0.0%	+3.11%	34
AQR CAPITAL MANAGEMENT LLC	Unchanged	4,459	$584,714	0.0%	+19.26%	0

Showing 1-20 of 50

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer