Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US AI ENHANCED
-
Total 13F shares
-
947,179
-
Share change
-
+1,397
-
Total reported value
-
$103,931,930
-
Price per share
-
$109.80
-
Number of holders
-
119
-
Value change
-
+$192,786
-
Number of buys
-
28
-
Number of sells
-
47
Institutional Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - US AI ENHANCED (AIVL) was held by
119 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
947,179 shares.
The largest 10 holders included
MORGAN STANLEY, Jaffetilchin Investment Partners, LLC, Noble Family Wealth, LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, ROYAL BANK OF CANADA, CW Advisors, LLC, Salomon & Ludwin, LLC, FOUNDERS GROVE WEALTH PARTNERS, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
119
institutional shareholders reporting positions in this security
for the Q1 2025 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.