Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
956,983
-
Share change
-
+26,789
-
Total reported value
-
$106,506,182
-
Price per share
-
$111.30
-
Number of holders
-
121
-
Value change
-
+$3,026,680
-
Number of buys
-
37
-
Number of sells
-
37
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
121 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
956,983 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P..
This page lists
121
institutional shareholders reporting positions in this security
for the Q3 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.