Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4K+ 106.47% |
$1.07M - $1.16M
|
22.1K
$2.43M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.38K+ 3.61% |
$317K - $346K
|
97.1K
$10.7M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.37K+ 63.89% |
$315K - $344K
|
8.63K
$950K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.89K+ 100.0% |
$177K - $194K
|
3.79K
$417K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671+ 3.85% |
$62.8K - $68.7K
|
18.1K
$1.99M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
567+ 13.05% |
$53.1K - $58K
|
4.91K
$541K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
494New |
$46.2K - $50.6K
|
494
$54.4K
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
370+ 12.22% |
$34.6K - $37.9K
|
3.4K
$374K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
369+ 18.39% |
$34.5K - $37.8K
|
2.38K
$262K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
315+ 3.17% |
$29.5K - $32.2K
|
10.3K
$1.13M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
300New |
$28.1K - $30.7K
|
300
$33K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
282New |
$26.4K - $28.9K
|
282
$31K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
160+ 1.47% |
$15K - $16.4K
|
11.1K
$1.22M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
141+ 3.0% |
$13.2K - $14.4K
|
4.85K
$533K
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
137+ 0.5% |
$12.8K - $14K
|
27.7K
$3.05M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
106+ 17.04% |
$9.92K - $10.8K
|
728
$80.1K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
100+ 0.59% |
$9.36K - $10.2K
|
16.9K
$1.86M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$9.36K - $10.2K
|
100
$11K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.26% |
$655 - $716
|
2.7K
$297K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6+ 0.19% |
$562 - $614
|
3.21K
$353K
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.24% |
$468 - $512
|
2.06K
$226K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4+ 0.04% |
$374 - $409
|
11K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.12% |
$187 - $205
|
1.67K
$184K
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$187 - $205
|
16.5K
$1.81M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.05% |
$93.6 - $102
|
2.04K
$225K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$93.6 - $102
|
1.48K
$163K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$93.6 - $102
|
3.18K
$350K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$93.6 - $102
|
2.5K
$275K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.14% |
$93.6 - $102
|
713
$78.5K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$93.6 - $102
|
7.74K
$852K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$93.6 - $102
|
2.56K
$281K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$655 - $716
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10- 0.05% |
$936 - $1.02K
|
20.7K
$2.28M
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-28Closed |
$2.62K - $2.87K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-30- 1.13% |
$2.81K - $3.07K
|
2.63K
$289K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-37- 37.0% |
$3.46K - $3.79K
|
63
$6.94K
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-50- 1.0% |
$4.68K - $5.12K
|
4.93K
$542K
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-50- 0.59% |
$4.68K - $5.12K
|
8.43K
$928K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-52- 2.57% |
$4.87K - $5.32K
|
1.97K
$217K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-60- 9.38% |
$5.62K - $6.14K
|
580
$63.8K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-68Closed |
$6.37K - $6.96K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-68- 0.5% |
$6.37K - $6.96K
|
13.6K
$1.5M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-86- 5.34% |
$8.05K - $8.8K
|
1.53K
$168K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-91- 9.28% |
$8.52K - $9.31K
|
890
$98K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-99- 1.19% |
$9.27K - $10.1K
|
8.26K
$909K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-103- 0.79% |
$9.64K - $10.5K
|
12.9K
$1.42M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 1.34% |
$10.3K - $11.3K
|
8.08K
$890K
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-137- 6.33% |
$12.8K - $14K
|
2.03K
$223K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-150- 1.79% |
$14K - $15.4K
|
8.22K
$905K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-171- 0.77% |
$16K - $17.5K
|
21.9K
$2.41M
|