Institutional Ownership
Wisdomtree Tr
CUSIP 97717W406US AI ENHANCEDAIVLQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
121
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 90.1K | $10.43M |
| 2 | Noble Family Wealth, LLC | 88.1K | $10.19M |
| 3 | Morgan Stanley | 80.8K | $9.34M |
| 4 | Lpl Financial LLC | 50.8K | $5.87M |
| 5 | Osaic Holdings, Inc. | 30.9K | $3.57M |
| 6 | Commonwealth Equity Services, LLC | 27.9K | $3.23M |
| 7 | Salomon & Ludwin, LLC | 25.3K | $2.97M |
| 8 | Royal Bank Of Canada | 24.8K | $2.87M |
| 9 | Founders Grove Wealth Partners, LLC | 23.5K | $2.72M |
| 10 | Wealthbridge Capital Management, LLC | 21.1K | $2.44M |