Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US AI ENHANCED
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Number of holders
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109
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Total 13F shares, excl. options
-
1.06M
-
Shares change
-
+33.6K
-
Total reported value, excl. options
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$94.4M
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Value change
-
+$2.9M
-
Number of buys
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33
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Number of sells
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-44
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Price
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$88.96
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q3 2023
121 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q3 2023.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.06M shares
.
Largest 10 shareholders include Jaffetilchin Investment Partners, LLC (86K shares), Noble Family Wealth, LLC (84.6K shares), MORGAN STANLEY (79.9K shares), Salomon & Ludwin, LLC (63.6K shares), COMMONWEALTH EQUITY SERVICES, LLC (52.6K shares), LPL Financial LLC (33.4K shares), Royal Bank of Canada (33.2K shares), Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (28K shares), Congress Wealth Management LLC / DE / (27.9K shares), and ENVESTNET ASSET MANAGEMENT INC (27.9K shares).
This table shows the top 109 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.