- Type / Class
- Equity / US AI ENHANCED
- Total 13F shares
- 1,986,950
- Share change
- -260,870
- Total reported value
- $172,399,087
- Price per share
- $86.89
- Number of holders
- 128
- Value change
- -$22,374,327
- Number of buys
- 51
- Number of sells
- 49
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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- SEC investors directory for manager drilldown.
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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 Q2 2018
As of 30 Jun 2018,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
128 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,986,950 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, UBS Group AG, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, Jaffetilchin Investment Partners, LLC, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P., Lowe Wealth Advisors, LLC, WELLS FARGO & COMPANY/MN, and LPL Financial LLC.
This page lists
128
institutional shareholders reporting positions in this security
for the Q2 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2018 vs Q1 2018 Across Filers
Q1 2018 holders
133
Q2 2018 holders
128
Holder diff
-5
| Investor | Q1 2018 Shares | Q2 2018 Shares | Share Diff | Share Chg % | Q1 2018 Value $ | Q2 2018 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.