Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US AI ENHANCED
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Number of holders
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117
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Total 13F shares, excl. options
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1.02M
-
Shares change
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-62.6K
-
Total reported value, excl. options
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$97M
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Value change
-
-$5.95M
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Put/Call ratio
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1.6
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Number of buys
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19
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Number of sells
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-50
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Price
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$95.90
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q4 2023
126 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q4 2023.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 117 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.02M shares
.
Largest 10 shareholders include Jaffetilchin Investment Partners, LLC (86.5K shares), Noble Family Wealth, LLC (84.5K shares), MORGAN STANLEY (79.9K shares), Salomon & Ludwin, LLC (63.6K shares), COMMONWEALTH EQUITY SERVICES, LLC (46.3K shares), LPL Financial LLC (32.3K shares), ROYAL BANK OF CANADA (31.4K shares), Congress Wealth Management LLC / DE / (27K shares), ENVESTNET ASSET MANAGEMENT INC (26.1K shares), and Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. (23.7K shares).
This table shows the top 117 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.