Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
735
-
Share change
-
0
-
Total reported value
-
$70,489
-
Price per share
-
$95.90
-
Number of holders
-
1
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
735 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, Congress Wealth Management LLC / DE /, ENVESTNET ASSET MANAGEMENT INC, and Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P..
This page lists
118
institutional shareholders reporting positions in this security
for the Q4 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.