Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US AI ENHANCED
-
Number of holders
-
128
-
Total 13F shares, excl. options
-
1,664,096
-
Shares change
-
+13,397
-
Total reported value, excl. options
-
$156,611,246
-
Value change
-
+$1,786,245
-
Number of buys
-
41
-
Number of sells
-
-56
-
Price
-
$94.3
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q1 2021
140 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q1 2021.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,664,096 shares
.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (145,033 shares), MORGAN STANLEY (120,438 shares), ENVESTNET ASSET MANAGEMENT INC (98,715 shares), Jaffetilchin Investment Partners, LLC (82,793 shares), Salomon & Ludwin, LLC (79,974 shares), BANK OF AMERICA CORP /DE/ (78,634 shares), COMMONWEALTH EQUITY SERVICES, LLC (62,419 shares), Steward Partners Investment Advisory, LLC (48,854 shares), Raymond James Financial Services Advisors, Inc. (43,178 shares), and Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (43,125 shares).
This table shows the top 128 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.