Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US AI ENHANCED
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Number of holders
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126
-
Total 13F shares, excl. options
-
1.66M
-
Shares change
-
+13.4K
-
Total reported value, excl. options
-
$157M
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Value change
-
+$1.79M
-
Number of buys
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41
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Number of sells
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-56
-
Price
-
$94.30
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 126 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.66M shares
.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (145K shares), MORGAN STANLEY (120K shares), ENVESTNET ASSET MANAGEMENT INC (98.7K shares), Jaffetilchin Investment Partners, LLC (82.8K shares), Salomon & Ludwin, LLC (80K shares), BANK OF AMERICA CORP /DE/ (78.6K shares), COMMONWEALTH EQUITY SERVICES, LLC (62.4K shares), Steward Partners Investment Advisory, LLC (48.9K shares), Raymond James Financial Services Advisors, Inc. (43.2K shares), and Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (43.1K shares).
This table shows the top 126 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.