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 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-179Closed |
$16.8K - $18.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-207- 5.67% |
$19.4K - $21.2K
|
3.44K
$375K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-210- 1.0% |
$19.7K - $21.5K
|
20.7K
$2.25M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-245- 13.37% |
$22.9K - $25.1K
|
1.59K
$173K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-293Closed |
$27.4K - $30K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-314Closed |
$29.4K - $32.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-353- 0.62% |
$33K - $36.1K
|
56.7K
$6.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-370- 28.27% |
$34.6K - $37.9K
|
939
$102K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-400- 6.68% |
$37.4K - $40.9K
|
5.59K
$608K
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
SELL
|
- |
-455- 6.38% |
$42.6K - $46.6K
|
6.68K
$727K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$46.8K - $51.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-502- 3.02% |
$47K - $51.4K
|
16.1K
$1.76M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-580- 3.32% |
$54.3K - $59.4K
|
16.9K
$1.84M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-610- 6.87% |
$57.1K - $62.4K
|
8.26K
$899K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-637- 16.12% |
$59.6K - $65.2K
|
3.32K
$361K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-687- 40.72% |
$64.3K - $70.3K
|
1K
$109K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-700- 25.18% |
$65.5K - $71.6K
|
2.08K
$226K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-763- 3.75% |
$71.4K - $78.1K
|
19.6K
$2.13M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-831- 4.3% |
$77.8K - $85K
|
18.5K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 7.58% |
$124K - $135K
|
16.1K
$1.76M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 7.58% |
$138K - $150K
|
17.9K
$1.95M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.49K- 83.51% |
$140K - $153K
|
295
$32.1K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.68K- 4.94% |
$157K - $172K
|
32.3K
$3.52M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.7KClosed |
$159K - $174K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.78K- 18.84% |
$167K - $182K
|
7.67K
$835K
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2KClosed |
$187K - $205K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-3.36KClosed |
$314K - $343K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.51K- 4.82% |
$328K - $359K
|
69.3K
$7.54M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.85K- 8.99% |
$361K - $394K
|
39K
$4.24M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.24K- 11.14% |
$397K - $434K
|
33.8K
$3.68M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.28K- 17.67% |
$495K - $541K
|
24.6K
$2.68M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.53KClosed |
$705K - $771K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.54K- 7.2% |
$705K - $771K
|
97.1K
$10.6M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.11KClosed |
$853K - $933K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-9.66KClosed |
$904K - $988K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 84.18% |
$1.42M - $1.56M
|
2.86K
$311K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19K- 67.86% |
$1.78M - $1.94M
|
8.98K
$978K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.3K- 54.46% |
$1.9M - $2.08M
|
17K
$1.85M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.7K- 55.77% |
$2.22M - $2.43M
|
18.8K
$2.05M
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-34.7KClosed |
$3.25M - $3.55M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.5K- 67.31% |
$4.91M - $5.37M
|
25.5K
$2.77M
|