Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
84.6K
New
$7.4M - $8.29M
84.6K $9.22M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
3.34K
+ 6.33%
$292K - $327K
56K $6.11M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
2.82K
New
$247K - $277K
2.82K $308K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
2.43K
New
$213K - $238K
2.43K $265K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.04K
+ 71.13%
$179K - $200K
4.91K $535K
Apr 14, 2023 Q1 2023
White Pine Investment CO

BUY
 -
1.2K
+ 4.77%
$105K - $117K
26.3K $2.86M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.12K
+ 13.07%
$97.5K - $109K
9.65K $1.05M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
560
+ 119.66%
$49K - $54.9K
1.03K $112K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
469
+ 26.68%
$41K - $46K
2.23K $243K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
405
+ 0.48%
$35.4K - $39.7K
84.8K $9.23M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
255
+ 0.63%
$22.3K - $25K
40.6K $4.43M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
213
New
$18.6K - $20.9K
213 $23.2K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
208
New
$18.2K - $20.4K
208 $22.7K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
100
New
$8.75K - $9.8K
100 $10.9K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
78
+ 0.36%
$6.82K - $7.64K
21.6K $2.35M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
58
New
$5.07K - $5.68K
58 $6.32K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
41
+ 13.67%
$3.59K - $4.02K
341 $37.2K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
17
+ 0.32%
$1.49K - $1.67K
5.32K $580K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
14
+ 0.1%
$1.22K - $1.37K
13.7K $1.49M
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
14
+ 0.51%
$1.22K - $1.37K
2.76K $301K
May 02, 2023 Q1 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
13
+ 0.48%
$1.14K - $1.27K
2.73K $298K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
8
+ 0.07%
$700 - $784
11.1K $1.21M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4
+ 0.54%
$350 - $392
745 $81.2K
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
4
+ 0.02%
$350 - $392
16.5K $1.8M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1
+ 0.02%
$87.5 - $98
5.4K $589K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-14
- 0.57%
$1.22K - $1.37K
2.46K $268K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-20
- 1.85%
$1.75K - $1.96K
1.06K $116K
May 03, 2023 Q1 2023
Element Wealth, LLC

SELL
 -
-21
- 0.73%
$1.84K - $2.06K
2.86K $311K
Apr 18, 2023 Q1 2023
Albion Financial Group

SELL
 -
-30
- 7.32%
$2.62K - $2.94K
380 $41.4K
May 02, 2023 Q1 2023
Key F Inancial Inc

SELL
 -
-59
- 2.5%
$5.16K - $5.78K
2.31K $251K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-60
- 0.39%
$5.25K - $5.88K
15.4K $1.68M
May 10, 2023 Q1 2023
Flaharty Asset Management, LLC

SELL
 -
-80
- 2.16%
$7K - $7.84K
3.62K $394K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-81
- 3.3%
$7.09K - $7.94K
2.38K $259K
May 09, 2023 Q1 2023
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-100
- 6.53%
$8.75K - $9.8K
1.43K $156K
Apr 05, 2023 Q1 2023
Wiley Bros. Aintree Capital, LLC

SELL
 -
-100
- 4.0%
$8.75K - $9.8K
2.4K $262K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

SELL
 -
-114
- 0.68%
$9.97K - $11.2K
16.7K $1.82M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

SELL
 -
-116
- 1.47%
$10.1K - $11.4K
7.76K $846K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-176
- 15.83%
$15.4K - $17.2K
936 $102K
Apr 20, 2023 Q1 2023
Well Done, LLC

SELL
 -
-179
- 0.92%
$15.7K - $17.5K
19.4K $2.11M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-199
- 2.42%
$17.4K - $19.5K
8.03K $875K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-200
- 3.89%
$17.5K - $19.6K
4.94K $539K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-243
- 9.77%
$21.3K - $23.8K
2.25K $245K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-250
- 30.12%
$21.9K - $24.5K
580 $63.2K
Apr 05, 2023 Q1 2023
Lowe Wealth Advisors, LLC

SELL
 -
-270
- 18.1%
$23.6K - $26.5K
1.22K $133K
May 09, 2023 Q1 2023
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-281
- 16.79%
$24.6K - $27.5K
1.39K $152K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

SELL
 -
-287
- 11.56%
$25.1K - $28.1K
2.2K $239K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-300
Closed
$26.2K - $29.4K
0 $0
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-300
- 3.76%
$26.2K - $29.4K
7.68K $837K

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