Security key
97717W406
- Type / Class
- Equity / US AI ENHANCED
- Total 13F shares
- 3,856,911
- Share change
- -109,484
- Total reported value
- $270,501,647
- Price per share
- $70.25
- Number of holders
- 104
- Value change
- -$7,556,642
- Number of buys
- 48
- Number of sells
- 40
Report period
Q1 2014
Institutions
104
Top holders
10
AIVL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2014
Previous quarter: Q4 2013
Broader feeds
Reporting periods
Holder history for CUSIP 97717W406
Recent filing periods:
Ownership snapshot
Top shareholders of AIVL - WISDOMTREE TR - US AI ENHANCED (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q1 2014
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
104
Shares
3,856,911
Rows loaded
104
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
101
Q1 2014 holders
104
Holder diff
3
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 value | Q1 2014 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend