- Type / Class
- Equity / US AI ENHANCED
- Total 13F shares
- 2,627,609
- Share change
- -348,627
- Total reported value
- $216,805,268
- Put/Call ratio
- 57%
- Price per share
- $82.55
- Number of holders
- 120
- Value change
- -$28,344,073
- Number of buys
- 39
- Number of sells
- 58
Quarterly Holders Quick Answers
What is CUSIP 97717W406?
CUSIP 97717W406 identifies AIVL - WISDOMTREE TR - US AI ENHANCED in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717W406:
Top shareholders of AIVL - WISDOMTREE TR - US AI ENHANCED (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q1 2017
As of 31 Mar 2017,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
120 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,627,609 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, UBS Group AG, ROYAL BANK OF CANADA, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P., Commonwealth Equity Services, Inc, Jaffetilchin Investment Partners, LLC, and Jacobus Wealth Management, Inc..
This page lists
120
institutional shareholders reporting positions in this security
for the Q1 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2017 vs Q4 2016 Across Filers
Q4 2016 holders
125
Q1 2017 holders
120
Holder diff
-5
| Investor | Q4 2016 Shares | Q1 2017 Shares | Share Diff | Share Chg % | Q4 2016 Value $ | Q1 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.