WISDOMTREE TR - US AI ENHANCED (AIVL)

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class
Equity / US AI ENHANCED
Total 13F shares
1,643,014
Share change
-179,446
Total reported value
$137,824,196
Price per share
$83.73
Number of holders
125
Value change
-$14,321,881
Number of buys
40
Number of sells
58

Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q4 2020

As of 31 Dec 2020, WISDOMTREE TR - US AI ENHANCED (AIVL) was held by 125 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,643,014 shares. The largest 10 holders included MORGAN STANLEY, MERCER GLOBAL ADVISORS INC /ADV, Jaffetilchin Investment Partners, LLC, Salomon & Ludwin, LLC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P., Steward Partners Investment Advisory, LLC, Raymond James Financial Services Advisors, Inc., and BEACON FINANCIAL GROUP. This page lists 127 institutional shareholders reporting positions in this security for the Q4 2020 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.