Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
3,856,911
-
Share change
-
-109,484
-
Total reported value
-
$270,501,647
-
Price per share
-
$70.25
-
Number of holders
-
104
-
Value change
-
-$7,556,654
-
Number of buys
-
48
-
Number of sells
-
40
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q1 2014
As of 31 Mar 2014,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
104 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,856,911 shares.
The largest 10 holders included
UBS AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Jacobus Wealth Management, Inc., BANK OF AMERICA CORP /DE/, Nadler Financial Group, Inc., OLD DOMINION CAPITAL MANAGEMENT INC, ROYAL BANK OF CANADA, Commonwealth Equity Services, Inc, and Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P..
This page lists
104
institutional shareholders reporting positions in this security
for the Q1 2014 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.