Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
1,062,652
-
Share change
-
+33,662
-
Total reported value
-
$94,536,207
-
Price per share
-
$88.96
-
Number of holders
-
111
-
Value change
-
+$2,912,609
-
Number of buys
-
34
-
Number of sells
-
44
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q3 2023
As of 30 Sep 2023,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
111 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,062,652 shares.
The largest 10 holders included
Jaffetilchin Investment Partners, LLC, Noble Family Wealth, LLC, MORGAN STANLEY, Salomon & Ludwin, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Royal Bank of Canada, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P., Congress Wealth Management LLC / DE /, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
111
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.