Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 29.02% |
$2.17M - $2.36M
|
103K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 29.02% |
$2.17M - $2.36M
|
103K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
18.2KNew |
$1.7M - $1.85M
|
18.2K
$2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.2KNew |
$860K - $936K
|
9.2K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.99K+ 97.73% |
$747K - $813K
|
16.2K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.63KNew |
$526K - $573K
|
5.63K
$619K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.18K+ 15.68% |
$391K - $425K
|
30.8K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4K+ 30769.23% |
$374K - $407K
|
4.01K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.86K+ 139.4% |
$361K - $393K
|
6.63K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.65KNew |
$342K - $372K
|
3.65K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.8KNew |
$262K - $285K
|
2.8K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.57K+ 27.0% |
$240K - $262K
|
12.1K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$220K - $239K
|
2.35K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.3KNew |
$215K - $234K
|
2.3K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$192K - $209K
|
2.06K
$226K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$187K - $204K
|
2K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$187K - $204K
|
2K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.97KNew |
$184K - $200K
|
1.97K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.03K+ 9.36% |
$96.3K - $105K
|
12K
$1.32M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
998+ 0.98% |
$93.4K - $102K
|
103K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
826+ 3.99% |
$77.3K - $84.1K
|
21.5K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
775New |
$72.5K - $78.9K
|
775
$85.3K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
631+ 26.71% |
$59K - $64.2K
|
2.99K
$329K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
427+ 0.49% |
$39.9K - $43.5K
|
86.9K
$9.57M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
380+ 3.19% |
$35.5K - $38.7K
|
12.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
340New |
$31.8K - $34.6K
|
340
$37.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
314+ 3.83% |
$29.4K - $32K
|
8.52K
$937K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$28.1K - $30.5K
|
300
$33K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27+ 0.49% |
$2.53K - $2.75K
|
5.54K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.5% |
$1.31K - $1.42K
|
2.8K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
13+ 0.26% |
$1.22K - $1.32K
|
4.92K
$542K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.06% |
$655 - $712
|
11.3K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$93.5 - $102
|
4.18K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$93.5 - $102
|
4.25K
$468K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.32% |
$93.5 - $102
|
313
$34.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 0.02% |
$93.5 - $102
|
5.52K
$607K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 9.09% |
$187 - $204
|
20
$2.2K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15- 0.1% |
$1.4K - $1.53K
|
15.6K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-40- 1.05% |
$3.74K - $4.07K
|
3.76K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44- 5.03% |
$4.12K - $4.48K
|
830
$91.4K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-48- 5.97% |
$4.49K - $4.89K
|
756
$83.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-50- 0.63% |
$4.68K - $5.09K
|
7.92K
$872K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-81- 3.53% |
$7.58K - $8.24K
|
2.21K
$244K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 8.45% |
$9.35K - $10.2K
|
1.08K
$119K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-116- 0.78% |
$10.9K - $11.8K
|
14.8K
$1.63M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-117- 0.57% |
$10.9K - $11.9K
|
20.2K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-136- 1.54% |
$12.7K - $13.8K
|
8.72K
$959K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-164- 7.46% |
$15.3K - $16.7K
|
2.04K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-186- 1.35% |
$17.4K - $18.9K
|
13.6K
$1.49M
|