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 | 01/15/2026 | 89.86 K | $10.33 M | 0.48% | 2.83% |
| NOBLE FAMILY WEALTH, LLC | 01/07/2026 | 88.83 K | $10.21 M | -0.24% | 2.80% |
| MORGAN STANLEY | 02/13/2026 | 79.46 K | $9.14 M | -1.25% | 2.46% |
| LPL FINANCIAL LLC | 02/11/2026 | 48.18 K | $5.54 M | 17.68% | 1.49% |
| ROYAL BANK OF CANADA | 02/17/2026 | 35.77 K | $4.11 M | -9.31% | 1.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 30.93 K | $3.56 M | 0.47% | 0.96% |
| SALOMON & LUDWIN, LLC | 01/28/2026 | 25.50 K | $2.97 M | -1.00% | 0.80% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 25.74 K | $2.96 M | -15.84% | 0.80% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 01/12/2026 | 24.58 K | $2.83 M | -0.64% | 0.77% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 21.08 K | $2.42 M | -0.08% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 20.28 K | $2.33 M | -1.22% | 0.63% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 16.35 K | $1.88 M | -0.53% | 0.51% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 14.18 K | $1.63 M | -1.13% | 0.45% |
| BIONDO INVESTMENT ADVISORS, LLC | 02/13/2026 | 13.42 K | $1.54 M | 5.84% | 0.42% |
| HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 02/17/2026 | 13.40 K | $1.54 M | 83.56% | 0.41% |
| WELL DONE, LLC | 01/13/2026 | 13.13 K | $1.51 M | -1.57% | 0.41% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 13.20 K | $1.52 M | 0.00% | 0.41% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 12.14 K | $1.40 M | 0.00% | 0.38% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 12.12 K | $1.39 M | 0.00% | 0.38% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 10.98 K | $1.26 M | -5.25% | 0.34% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.36 K | $1.19 M | 1.57% | 0.32% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 8.06 K | $927.08 K | 9.37% | 0.25% |
| CERITY PARTNERS LLC | 02/11/2026 | 7.97 K | $916.86 K | 3.29% | 0.25% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 02/09/2026 | 7.62 K | $876.46 K | 0.00% | 0.24% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 7.53 K | $866.00 K | -34.03% | 0.23% |
| AMARILLO NATIONAL BANK | 01/28/2026 | 7.03 K | $808.42 K | 0.00% | 0.22% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 6.94 K | $797.50 K | -4.15% | 0.22% |
| KELMAN-LAZAROV, INC. | 01/26/2026 | 6.42 K | $738.12 K | -0.19% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 6.25 K | $718.28 K | 0.00% | 0.19% |
| DESTINY WEALTH PARTNERS, LLC | 02/03/2026 | 6.12 K | $734.59 K | 0.00% | 0.19% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 5.74 K | $659.58 K | -0.57% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 5.62 K | $646.00 K | -0.46% | 0.18% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 5.67 K | $651.63 K | 3.19% | 0.18% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 5.54 K | $636.49 K | 0.05% | 0.17% |
| COLONY GROUP, LLC | 02/13/2026 | 5.04 K | $579.88 K | -1.12% | 0.16% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 4.83 K | $555.16 K | -20.17% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 4.46 K | $512.70 K | 0.00% | 0.14% |
| MONTAG A & ASSOCIATES INC | 02/02/2026 | 4.23 K | $486.14 K | 9.03% | 0.13% |
| MARINER, LLC | 02/13/2026 | 4.24 K | $487.72 K | 0.05% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 4.22 K | $485.33 K | 100.00% | 0.13% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 01/07/2026 | 4.09 K | $469.69 K | 0.00% | 0.13% |
| NADLER FINANCIAL GROUP, INC. | 01/28/2026 | 4.06 K | $466.24 K | -20.96% | 0.13% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 4.00 K | $459.92 K | 0.00% | 0.12% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 3.94 K | $452.68 K | -5.70% | 0.12% |
| CAHILL FINANCIAL ADVISORS INC | 02/18/2026 | 3.82 K | $439.41 K | 0.37% | 0.12% |
| PERFROMANCE WEALTH PARTNERS, LLC | 01/21/2026 | 3.75 K | $430.83 K | -1.13% | 0.12% |
| 02/13/2026 | 3.76 K | $432.56 K | 100.00% | 0.12% | |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.75 K | $430.55 K | 0.27% | 0.12% |
| CREATIVE PLANNING | 02/17/2026 | 3.51 K | $403.24 K | 0.00% | 0.11% |
| GRAVES LIGHT LENHART WEALTH, INC. | 01/09/2026 | 3.41 K | $391.74 K | 0.00% | 0.11% |
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WisdomTree U.S. AI Enhanced Value Fund institutional Ownership - FAQ's
During the previous two years, 183 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: 88,075
COMMONWEALTH EQUITY SERVICES, LLC: 27,909
FOUNDERS GROVE WEALTH PARTNERS, LLC: 23,493
WealthBridge Capital Management, LLC: 21,085
Westside Investment Management, Inc.: 20,955
Well Done, LLC: 13,337
27.08% of WisdomTree U.S. AI Enhanced Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.11 M shares in the last 24 months. This purchase volume represents approximately $247.86 M in transactions.