Purchases and Sales Made in Q1 2021 in Wisdomtree U.S. Ai Enhanced Va (AIVL)

AIVL Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q1 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. AI ENHANCED VA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
92.5K
+ 1479.69%
$7.64M - $8.77M
98.7K $10.9M
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10.3K
+ 360.36%
$850K - $976K
13.1K $1.46M
Jul 24, 2024 Q1 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
8.98K
New
$742K - $851K
8.98K $996K
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
7.83K
New
$647K - $742K
7.83K $868K
May 06, 2021 Q1 2021
Prospera Financial Services Inc

BUY
 -
6.47K
+ 112.55%
$535K - $614K
12.2K $1.36M
May 17, 2021 Q1 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.32K
+ 13.98%
$357K - $410K
35.2K $3.91M
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.5K
New
$206K - $237K
2.5K $277K
May 17, 2021 Q1 2021
Truist Financial Corp

BUY
 -
2.36K
New
$195K - $224K
2.36K $262K
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
2.22K
+ 3.68%
$183K - $210K
62.4K $6.92M
May 24, 2021 Q1 2021
Advisory Resource Group

BUY
 -
2.2K
New
$182K - $209K
2.2K $244K
Apr 28, 2021 Q1 2021
Gw Henssler & Associates LTD

BUY
 -
1.58K
+ 5.61%
$130K - $150K
29.7K $3.3M
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.36K
New
$112K - $129K
1.36K $151K
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.16K
+ 26.67%
$95.8K - $110K
5.51K $611K
May 14, 2021 Q1 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.09K
+ 2.58%
$89.8K - $103K
43.2K $4.79M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
924
+ 2.53%
$76.4K - $87.6K
37.5K $4.16M
Apr 27, 2021 Q1 2021
Cwm, LLC

BUY
 -
797
+ 15.79%
$65.9K - $75.6K
5.85K $648K
May 03, 2021 Q1 2021
White Pine Investment CO

BUY
 -
672
+ 2.67%
$55.5K - $63.7K
25.8K $2.86M
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
456
+ 0.94%
$37.7K - $43.2K
48.9K $5.42M
May 11, 2021 Q1 2021
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
413
+ 4.57%
$34.1K - $39.2K
9.45K $1.05M
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
301
New
$24.9K - $28.5K
301 $33.4K
May 12, 2021 Q1 2021
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
256
+ 15.64%
$21.2K - $24.3K
1.89K $210K
Apr 28, 2021 Q1 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
184
New
$15.2K - $17.4K
184 $20.4K
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
175
New
$14.5K - $16.6K
175 $19.4K
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

BUY
 -
134
+ 45.58%
$11.1K - $12.7K
428 $47.5K
May 07, 2021 Q1 2021
Fifth Third Bancorp

BUY
 -
120
+ 4.93%
$9.92K - $11.4K
2.56K $284K
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
69
+ 0.62%
$5.7K - $6.54K
11.2K $1.24M
May 17, 2021 Q1 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
36
+ 0.16%
$2.97K - $3.41K
22.7K $2.52M
Aug 10, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
34
+ 0.02%
$2.81K - $3.22K
145K $16.1M
Apr 19, 2021 Q1 2021
Sugarloaf Wealth Management, LLC

BUY
 -
29
+ 11.03%
$2.4K - $2.75K
292 $32.4K
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

BUY
 -
13
+ 0.12%
$1.07K - $1.23K
11K $1.22M
May 04, 2021 Q1 2021
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
5
+ 0.19%
$413 - $474
2.65K $294K
Apr 15, 2021 Q1 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
3
+ 0.02%
$248 - $284
16.7K $1.85M
Apr 30, 2021 Q1 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
3
+ 0.36%
$248 - $284
846 $93.8K
May 11, 2021 Q1 2021
Jacobi Capital Management LLC

BUY
 -
2
+ 0.31%
$165 - $190
656 $72.8K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

BUY
 -
2
+ 0.44%
$165 - $190
457 $50.7K
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2
+ 0.33%
$165 - $190
606 $67.2K
May 13, 2021 Q1 2021
Townsend Asset Management Corp

BUY
 -
1
+ 0.13%
$82.6 - $94.8
773 $85.7K
May 13, 2021 Q1 2021
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
1
+ 0.35%
$82.6 - $94.8
286 $31.7K
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
May 13, 2021 Q1 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-6
- 0.13%
$496 - $569
4.75K $527K
May 06, 2021 Q1 2021
Koshinski Asset Management, Inc.

SELL
 -
-39
- 0.47%
$3.22K - $3.7K
8.31K $922K
May 12, 2021 Q1 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-42
- 1.79%
$3.47K - $3.98K
2.3K $256K
May 13, 2021 Q1 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-50
- 5.12%
$4.13K - $4.74K
926 $103K
Apr 09, 2021 Q1 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-56
- 1.45%
$4.63K - $5.31K
3.81K $422K
Apr 30, 2021 Q1 2021
Jones Financial Companies Lllp

SELL
 -
-99
Closed
$8.18K - $9.39K
0 $0
May 06, 2021 Q1 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-100
- 4.03%
$8.26K - $9.48K
2.38K $264K
May 03, 2021 Q1 2021
Jnba Financial Advisors

SELL
 -
-136
- 6.35%
$11.2K - $12.9K
2.01K $222K
Apr 21, 2021 Q1 2021
Baystate Wealth Management LLC

SELL
 -
-147
Closed
$12.1K - $13.9K
0 $0
May 05, 2021 Q1 2021
Ahrens Investment Partners LLC

SELL
 -
-150
- 1.67%
$12.4K - $14.2K
8.82K $978K

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