WisdomTree U.S. AI Enhanced Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 90.14 K | $10.43 M | 0.31% | 2.93% |
| NOBLE FAMILY WEALTH, LLC | 04/23/2026 | 88.08 K | $10.19 M | -0.84% | 2.86% |
| MORGAN STANLEY | 05/15/2026 | 80.76 K | $9.34 M | 1.63% | 2.63% |
| LPL FINANCIAL LLC | 05/06/2026 | 50.75 K | $5.87 M | 5.34% | 1.65% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 30.86 K | $3.57 M | -0.21% | 1.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 27.91 K | $3.23 M | 8.42% | 0.91% |
| SALOMON & LUDWIN, LLC | 05/11/2026 | 25.28 K | $2.97 M | -0.84% | 0.82% |
| ROYAL BANK OF CANADA | 05/15/2026 | 24.80 K | $2.87 M | -30.66% | 0.81% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 04/15/2026 | 23.49 K | $2.72 M | -4.42% | 0.76% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/17/2026 | 21.09 K | $2.44 M | 0.01% | 0.69% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 05/04/2026 | 20.96 K | $2.43 M | 5,887.14% | 0.68% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 19.34 K | $2.24 M | 358.09% | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 18.58 K | $2.15 M | -8.34% | 0.60% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 16.27 K | $1.88 M | -0.50% | 0.53% |
| BIONDO INVESTMENT ADVISORS, LLC | 05/14/2026 | 13.63 K | $1.58 M | 1.60% | 0.44% |
| WELL DONE, LLC | 04/14/2026 | 13.34 K | $1.54 M | 1.62% | 0.43% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 13.25 K | $1.53 M | 0.36% | 0.43% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 05/15/2026 | 11.90 K | $1.38 M | -11.19% | 0.39% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 11.63 K | $1.35 M | -4.20% | 0.38% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 11.59 K | $1.34 M | -18.22% | 0.38% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 11.04 K | $1.28 M | 6.52% | 0.36% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 10.58 K | $1.22 M | -3.68% | 0.34% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 8.58 K | $992.21 K | 6.35% | 0.28% |
| CERITY PARTNERS LLC | 05/15/2026 | 7.73 K | $893.94 K | -3.11% | 0.25% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 04/30/2026 | 7.62 K | $882.02 K | 0.00% | 0.25% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 7.53 K | $871.00 K | 0.00% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 7.40 K | $856.15 K | 100.00% | 0.24% |
| AMARILLO NATIONAL BANK | 04/17/2026 | 7.21 K | $833.80 K | 2.49% | 0.23% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 7.13 K | $886.04 K | 100.00% | 0.23% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 05/14/2026 | 6.73 K | $778.49 K | -3.00% | 0.22% |
| KELMAN-LAZAROV, INC. | 04/27/2026 | 6.40 K | $740.44 K | -0.33% | 0.21% |
| 05/13/2026 | 6.35 K | $734.64 K | 100.00% | 0.21% | |
| DESTINY WEALTH PARTNERS, LLC | 05/11/2026 | 6.12 K | $708.14 K | 0.00% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 5.90 K | $682.51 K | -5.59% | 0.19% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 5.87 K | $678.95 K | 3.55% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 5.73 K | $663.00 K | 1.92% | 0.19% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 5.54 K | $640.76 K | 0.04% | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 5.45 K | $630.00 K | -5.07% | 0.18% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.30 K | $613.26 K | 100.00% | 0.17% |
| COLONY GROUP, LLC | 05/15/2026 | 5.05 K | $580.16 K | 0.12% | 0.16% |
| 05/07/2026 | 4.88 K | $564.78 K | -3.46% | 0.16% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 4.83 K | $558.57 K | -0.02% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 4.65 K | $538.07 K | 24.17% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 4.46 K | $515.95 K | 0.00% | 0.15% |
| MONTAG A & ASSOCIATES INC | 04/29/2026 | 4.23 K | $489.22 K | 0.00% | 0.14% |
| MARINER, LLC | 05/13/2026 | 4.20 K | $486.13 K | -0.97% | 0.14% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 04/08/2026 | 4.09 K | $472.67 K | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 4.04 K | $467.81 K | 58.30% | 0.13% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 4.00 K | $462.84 K | 0.00% | 0.13% |
| EVERGREEN WEALTH SOLUTIONS, LLC | 05/15/2026 | 3.98 K | $460.66 K | 45.35% | 0.13% |
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WisdomTree U.S. AI Enhanced Value Fund institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of WisdomTree U.S. AI Enhanced Value Fund. The most heavily invested institutionals were:
Jaffetilchin Investment Partners, LLC: 90,139
Noble Family Wealth, LLC: 88,075
MORGAN STANLEY: 80,758
LPL Financial LLC: 50,753
ADVISOR GROUP HOLDINGS, INC.: 30,859
COMMONWEALTH EQUITY SERVICES, LLC: 27,909
29.27% of WisdomTree U.S. AI Enhanced Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.13 M shares in the last 24 months. This purchase volume represents approximately $249.33 M in transactions.