Purchases and Sales Made in Q1 2021 in Wisdomtree U.S. Ai Enhanced Va (AIVL)
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 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-175- 0.53% |
$14.5K - $16.6K
|
32.8K
$3.62M
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-176- 2.16% |
$14.5K - $16.7K
|
7.98K
$881K
|
|
|
May 07, 2021
Q1 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-218- 2.28% |
$18K - $20.7K
|
9.35K
$1.03M
|
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-227- 42.91% |
$18.8K - $21.5K
|
302
$33.4K
|
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-229- 4.15% |
$18.9K - $21.7K
|
5.29K
$584K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-268- 14.74% |
$22.1K - $25.4K
|
1.55K
$171K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-318- 76.81% |
$26.3K - $30.1K
|
96
$10.6K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-353Closed |
$29.2K - $33.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-381- 1.62% |
$31.5K - $36.1K
|
23.1K
$2.55M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-415- 9.79% |
$34.3K - $39.3K
|
3.83K
$422K
|
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-420- 13.09% |
$34.7K - $39.8K
|
2.79K
$308K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-451- 7.18% |
$37.3K - $42.8K
|
5.83K
$644K
|
|
|
May 04, 2021
Q1 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-453- 8.48% |
$37.4K - $42.9K
|
4.89K
$540K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-470- 8.87% |
$38.8K - $44.6K
|
4.83K
$533K
|
|
|
Apr 21, 2021
Q1 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-545- 5.18% |
$45K - $51.7K
|
9.98K
$1.1M
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-608Closed |
$50.2K - $57.6K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-735- 5.42% |
$60.7K - $69.7K
|
12.8K
$1.42M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-783- 1.96% |
$64.7K - $74.2K
|
39.2K
$4.33M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-797- 13.64% |
$65.9K - $75.6K
|
5.05K
$558K
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-860- 2.33% |
$71.1K - $81.5K
|
36.1K
$3.99M
|
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
SELL
|
- |
-1.08K- 4.68% |
$89.5K - $103K
|
22K
$2.43M
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.12KClosed |
$92.9K - $107K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.17K- 34.43% |
$96.8K - $111K
|
2.23K
$247K
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.36K- 6.65% |
$113K - $129K
|
19.1K
$2.11M
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-1.52K- 13.86% |
$126K - $144K
|
9.45K
$1.04M
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.54K- 12.62% |
$127K - $146K
|
10.6K
$1.17M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 1.15% |
$139K - $159K
|
145K
$16M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.88K- 17.12% |
$155K - $178K
|
9.1K
$1.01M
|
|
|
Apr 14, 2021
Q1 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.01K- 8.96% |
$166K - $191K
|
20.4K
$2.26M
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.05K- 13.51% |
$169K - $194K
|
13.1K
$1.45M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.06K- 41.61% |
$170K - $195K
|
2.89K
$319K
|
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.35KClosed |
$194K - $223K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.78K- 3.36% |
$230K - $264K
|
80K
$8.83M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.95K- 22.32% |
$244K - $280K
|
10.3K
$1.13M
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.98K- 58.97% |
$246K - $282K
|
2.07K
$229K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.28K- 13.94% |
$271K - $311K
|
20.3K
$2.24M
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.46K- 22.9% |
$286K - $328K
|
11.6K
$1.29M
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.49K- 70.66% |
$288K - $331K
|
1.45K
$160K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.51KClosed |
$290K - $333K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.96KClosed |
$410K - $470K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-5KClosed |
$413K - $474K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-5.6K- 11.49% |
$463K - $531K
|
43.1K
$4.76M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5KClosed |
$1.03M - $1.18M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.6KClosed |
$1.12M - $1.29M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.8K- 37.87% |
$1.14M - $1.31M
|
22.6K
$2.5M
|