Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
2,528,373
-
Share change
-
-366,077
-
Total reported value
-
$208,613,993
-
Put/Call ratio
-
57%
-
Price per share
-
$82.55
-
Number of holders
-
117
-
Value change
-
-$29,787,856
-
Number of buys
-
37
-
Number of sells
-
57
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q1 2017
As of 31 Mar 2017,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
117 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,528,373 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, UBS Group AG, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P., Commonwealth Equity Services, Inc, Jaffetilchin Investment Partners, LLC, Jacobus Wealth Management, Inc., and Lowe Wealth Advisors, LLC.
This page lists
119
institutional shareholders reporting positions in this security
for the Q1 2017 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.