Institutional Ownership
Wisdomtree Tr
CUSIP 97717W406US AI ENHANCEDAIVLQ1 2026
Institutional Holders
121
13F filers
Shares Held
899.8K
Aggregate institutional
Institutional Value
$101.85M
Q1 2026
Net New Holders
+6
13 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased34
Decreased35
Sold out7
Institutional Holders
121 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 90.1K | $10.43M | +277 | Added |
| 2 | Noble Family Wealth, LLC | 88.1K | $10.19M | −750 | Reduced |
| 3 | Morgan Stanley | 80.8K | $9.34M | +1.3K | Added |
| 4 | Lpl Financial LLC | 50.8K | $5.87M | +2.6K | Added |
| 5 | Osaic Holdings, Inc. | 30.9K | $3.57M | −66 | Reduced |
| 6 | Commonwealth Equity Services, LLC | 27.9K | $3.23M | +2.2K | Added |
| 7 | Salomon & Ludwin, LLC | 25.3K | $2.97M | −215 | Reduced |
| 8 | Royal Bank Of Canada | 24.8K | $2.87M | −11.0K | Reduced |
| 9 | Founders Grove Wealth Partners, LLC | 23.5K | $2.72M | −1.1K | Reduced |
| 10 | Wealthbridge Capital Management, LLC | 21.1K | $2.44M | +3 | Added |
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