Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US AI ENHANCED
-
Number of holders
-
131
-
Total 13F shares, excl. options
-
1,700,783
-
Shares change
-
+36,293
-
Total reported value, excl. options
-
$164,276,655
-
Value change
-
+$3,468,462
-
Number of buys
-
42
-
Number of sells
-
-53
-
Price
-
$97.25
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q2 2021
141 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q2 2021.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 131 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,700,783 shares
.
Largest 10 shareholders include Jaffetilchin Investment Partners, LLC (165,586 shares), MERCER GLOBAL ADVISORS INC /ADV (140,777 shares), MORGAN STANLEY (111,102 shares), ENVESTNET ASSET MANAGEMENT INC (97,175 shares), BANK OF AMERICA CORP /DE/ (79,762 shares), Salomon & Ludwin, LLC (75,878 shares), COMMONWEALTH EQUITY SERVICES, LLC (68,752 shares), Steward Partners Investment Advisory, LLC (48,679 shares), Raymond James Financial Services Advisors, Inc. (42,659 shares), and WELLS FARGO & COMPANY/MN (40,090 shares).
This table shows the top 131 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.