Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / US AI ENHANCED
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Number of holders
-
108
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Total 13F shares, excl. options
-
4,252,469
-
Shares change
-
+273,665
-
Total reported value, excl. options
-
$312,067,157
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Value change
-
+$20,027,359
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Number of buys
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47
-
Number of sells
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-51
-
Price
-
$73.40
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q3 2014
119 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q3 2014.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 108 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,252,469 shares
.
Largest 10 shareholders include MORGAN STANLEY (845,179 shares), UBS AG (498,099 shares), WELLS FARGO & COMPANY/MN (427,605 shares), BANK OF AMERICA CORP /DE/ (365,149 shares), Nadler Financial Group, Inc. (197,501 shares), Chevy Chase Trust Holdings, Inc. (144,061 shares), Jacobus Wealth Management, Inc. (124,908 shares), Commonwealth Equity Services, Inc (120,320 shares), Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (96,330 shares), and LPL Financial LLC (88,445 shares).
This table shows the top 108 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.