Latest Period
Q1 2026
Security Snapshot
WISDOMTREE TR - US AI ENHANCED (AIVL) Institutional Ownership
CUSIP: 97717W406
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
121
Shares (Excl. Options)
900,030
Price
$115.71
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- Security type / class
- Equity / US AI ENHANCED
- Symbol
- AIVL
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 900,030
- Total 13F value
- $104,255,865
- Portfolio coverage rank
- 0%
- Share change
- +44,601
- Value change
- +$5,225,580
- Number of holders
- 121
- SEC-reported price per share
- $122.26
Latest holder snapshot
5 signals
Issuer context
Who this page is about.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AIVL - WISDOMTREE TR - US AI ENHANCED is tracked under CUSIP 97717W406.
- 121 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 117 to 121 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $99,509,206 to $104,255,865.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 121 institutions filings for Q1 2026.
Security key
97717W406
Latest holder period
Q1 2026
13F holders
121
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W406:
As of 31 Mar 2026, 121 institutional investors reported holding 900,030 shares of WISDOMTREE TR - US AI ENHANCED (AIVL).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 900,030 | $104,255,865 | +$5,225,580 | $115.71 | 121 |
| 2025 Q4 | 864,863 | $99,509,206 | -$6,221,315 | $114.98 | 117 |
| 2025 Q3 | 910,331 | $104,051,966 | +$4,619,797 | $114.28 | 116 |
| 2025 Q2 | 897,080 | $101,434,925 | -$5,647,622 | $113.06 | 120 |
| 2025 Q1 | 947,179 | $103,931,930 | +$192,786 | $109.80 | 119 |
| 2024 Q4 | 942,216 | $100,442,668 | -$4,668,937 | $106.52 | 116 |
| 2024 Q3 | 956,983 | $106,506,182 | +$3,026,680 | $111.30 | 121 |
| 2024 Q2 | 930,975 | $92,891,124 | -$9,445,861 | $99.80 | 116 |
| 2024 Q1 | 1,025,511 | $104,370,119 | +$4,563,967 | $101.78 | 118 |
| 2023 Q4 | 1,017,373 | $97,108,552 | -$5,948,302 | $95.90 | 119 |
| 2023 Q3 | 1,062,652 | $94,536,207 | +$2,912,609 | $88.96 | 111 |
| 2023 Q2 | 1,028,990 | $96,273,877 | -$5,145,379 | $93.54 | 113 |
| 2023 Q1 | 1,081,522 | $99,134,089 | -$5,726,639 | $91.66 | 119 |
| 2022 Q4 | 1,071,873 | $98,375,912 | -$2,273,336 | $91.80 | 124 |
| 2022 Q3 | 1,091,129 | $89,239,176 | -$720,621 | $81.63 | 119 |
| 2022 Q2 | 1,097,620 | $97,415,017 | -$7,420,859 | $88.74 | 125 |
| 2022 Q1 | 1,168,847 | $115,264,079 | -$23,833,570 | $99.06 | 129 |
| 2021 Q4 | 1,409,637 | $142,538,741 | -$8,578,954 | $101.12 | 138 |
| 2021 Q3 | 1,478,273 | $138,936,595 | -$21,190,645 | $93.98 | 130 |
| 2021 Q2 | 1,700,783 | $164,276,655 | +$3,468,462 | $97.25 | 131 |
| 2021 Q1 | 1,664,096 | $156,611,246 | +$1,786,245 | $94.30 | 128 |
| 2020 Q4 | 1,659,044 | $139,166,857 | -$12,769,885 | $83.73 | 128 |
| 2020 Q3 | 1,812,365 | $136,609,264 | -$20,690,077 | $75.42 | 123 |
| 2020 Q2 | 2,078,459 | $153,089,055 | -$14,060,886 | $73.73 | 131 |
| 2020 Q1 | 2,281,917 | $147,473,034 | -$68,951,044 | $64.59 | 134 |