Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US AI ENHANCED
-
Number of holders
-
119
-
Total 13F shares, excl. options
-
947K
-
Shares change
-
+1.4K
-
Total reported value, excl. options
-
$104M
-
Value change
-
+$193K
-
Number of buys
-
28
-
Number of sells
-
-47
-
Price
-
$109.80
Significant Holders of WISDOMTREE TR - US AI ENHANCED (AIVL) as of Q1 2025
126 filings reported holding AIVL - WISDOMTREE TR - US AI ENHANCED as of Q1 2025.
WISDOMTREE TR - US AI ENHANCED (AIVL) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 947K shares
.
Largest 10 shareholders include MORGAN STANLEY (94.8K shares), Jaffetilchin Investment Partners, LLC (88.7K shares), Noble Family Wealth, LLC (81.5K shares), LPL Financial LLC (40.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (37.9K shares), Royal Bank of Canada (35.8K shares), CW Advisors, LLC (27K shares), Salomon & Ludwin, LLC (26.3K shares), FOUNDERS GROVE WEALTH PARTNERS, LLC (24.9K shares), and ENVESTNET ASSET MANAGEMENT INC (22.6K shares).
This table shows the top 119 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.