Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
930,975
-
Share change
-
-94,537
-
Total reported value
-
$92,891,124
-
Price per share
-
$99.80
-
Number of holders
-
116
-
Value change
-
-$9,445,963
-
Number of buys
-
23
-
Number of sells
-
48
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q2 2024
As of 30 Jun 2024,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
116 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
930,975 shares.
The largest 10 holders included
MORGAN STANLEY, Jaffetilchin Investment Partners, LLC, Noble Family Wealth, LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, Salomon & Ludwin, LLC, Congress Wealth Management LLC / DE /, Royal Bank of Canada, ENVESTNET ASSET MANAGEMENT INC, and WealthBridge Capital Management, LLC.
This page lists
116
institutional shareholders reporting positions in this security
for the Q2 2024 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.