Q4 2022 13F Holders as of 12/31/2022
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Type / Class
-
Equity / US AI ENHANCED
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Number of holders
-
122
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Total 13F shares, excl. options
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1.07M
-
Shares change
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-25.3K
-
Total reported value, excl. options
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$98.3M
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Value change
-
-$2.27M
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Put/Call ratio
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0.82
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Number of buys
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30
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Number of sells
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-46
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Price
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$91.80
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q4 2022
131 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q4 2022.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 122 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.07M shares
.
Largest 10 shareholders include MORGAN STANLEY (92K shares), Jaffetilchin Investment Partners, LLC (84.3K shares), Salomon & Ludwin, LLC (66.5K shares), COMMONWEALTH EQUITY SERVICES, LLC (52.7K shares), Royal Bank of Canada (40.4K shares), MERCER GLOBAL ADVISORS INC /ADV (32.6K shares), ENVESTNET ASSET MANAGEMENT INC (32.5K shares), LPL Financial LLC (30.4K shares), Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (28K shares), and White Pine Investment CO (25.1K shares).
This table shows the top 122 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.