WisdomTree U.S. AI Enhanced Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NOBLE FAMILY WEALTH, LLC | 08/04/2026 | 87.29 K | $11.45 M | -0.89% | 2.78% |
| MORGAN STANLEY | 08/13/2026 | 80.69 K | $10.58 M | -0.09% | 2.57% |
| LPL FINANCIAL LLC | 08/07/2026 | 51.49 K | $6.75 M | 1.45% | 1.64% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 30.98 K | $4.06 M | 0.38% | 0.99% |
| ROYAL BANK OF CANADA | 08/14/2026 | 28.61 K | $3.75 M | 15.36% | 0.91% |
| SALOMON & LUDWIN, LLC | 08/07/2026 | 24.86 K | $3.23 M | -1.69% | 0.79% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 07/22/2026 | 23.36 K | $3.06 M | -0.56% | 0.74% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 20.87 K | $2.74 M | -1.04% | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 20.84 K | $2.73 M | -25.32% | 0.66% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 07/27/2026 | 20.81 K | $2.73 M | -0.69% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 17.92 K | $2.35 M | -3.55% | 0.57% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 16.15 K | $2.12 M | -0.75% | 0.51% |
| INTEGRATED ADVISORS NETWORK LLC | 08/11/2026 | 14.97 K | $1.96 M | 100.00% | 0.48% |
| BIONDO INVESTMENT ADVISORS, LLC | 08/13/2026 | 13.88 K | $1.82 M | 1.78% | 0.44% |
| WELL DONE, LLC | 07/24/2026 | 13.28 K | $1.74 M | -0.42% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.88 K | $1.69 M | -33.41% | 0.41% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 12.71 K | $1.67 M | -4.01% | 0.40% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 12.12 K | $1.59 M | 100.00% | 0.39% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 11.53 K | $1.51 M | -0.52% | 0.37% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 11.04 K | $1.45 M | -5.09% | 0.35% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 08/14/2026 | 10.40 K | $1.36 M | -12.61% | 0.33% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 10.26 K | $1.35 M | -2.95% | 0.33% |
| MARINER, LLC | 08/13/2026 | 9.30 K | $1.22 M | 121.33% | 0.30% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 9.23 K | $1.21 M | -16.36% | 0.29% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 8.26 K | $1.08 M | -3.72% | 0.26% |
| CERITY PARTNERS LLC | 08/14/2026 | 7.75 K | $1.02 M | 0.27% | 0.25% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 7.52 K | $986.00 K | -0.12% | 0.24% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 07/29/2026 | 7.32 K | $959.32 K | -4.03% | 0.23% |
| AMARILLO NATIONAL BANK | 07/15/2026 | 7.03 K | $921.98 K | -2.43% | 0.22% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 6.71 K | $880.29 K | -0.22% | 0.21% |
| KELMAN-LAZAROV, INC. | 08/10/2026 | 6.39 K | $837.59 K | -0.19% | 0.20% |
| DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC. | 07/23/2026 | 6.19 K | $811.76 K | -2.50% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 5.88 K | $770.64 K | -20.57% | 0.19% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 5.72 K | $750.37 K | 5.09% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 5.70 K | $747.06 K | -3.41% | 0.18% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 5.67 K | $743.64 K | -3.36% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 5.65 K | $741.00 K | -1.34% | 0.18% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 5.54 K | $726.52 K | 0.04% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 5.50 K | $721.22 K | 3.77% | 0.18% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 5.32 K | $698.14 K | 100.00% | 0.17% |
| COLONY GROUP, LLC | 08/12/2026 | 4.85 K | $636.21 K | -3.90% | 0.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 4.85 K | $635.33 K | 100.00% | 0.15% |
| DECKER WEALTH MANAGEMENT LLC | 07/30/2026 | 4.77 K | $624.97 K | -2.36% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 4.46 K | $584.71 K | 0.00% | 0.14% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 4.27 K | $560.00 K | 44.38% | 0.14% |
| MONTAG A & ASSOCIATES INC | 08/05/2026 | 4.23 K | $554.42 K | 0.00% | 0.13% |
| EVERGREEN WEALTH SOLUTIONS, LLC | 08/14/2026 | 4.01 K | $545.61 K | 0.80% | 0.13% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 4.00 K | $524.53 K | 0.00% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 3.95 K | $518.08 K | -18.15% | 0.13% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 3.88 K | $509.03 K | 0.03% | 0.12% |
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WisdomTree U.S. AI Enhanced Value Fund institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of WisdomTree U.S. AI Enhanced Value Fund. The most heavily invested institutionals were:
Noble Family Wealth, LLC: 87,291
MORGAN STANLEY: 80,689
LPL Financial LLC: 51,487
ADVISOR GROUP HOLDINGS, INC.: 30,977
ROYAL BANK OF CANADA: 28,612
Salomon & Ludwin, LLC: 24,856
26.18% of WisdomTree U.S. AI Enhanced Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.14 M shares in the last 24 months. This purchase volume represents approximately $251.27 M in transactions.