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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-212- 8.34% |
$19.8K - $21.6K
|
2.33K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-237- 5.21% |
$22.2K - $24.1K
|
4.31K
$470K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-349- 90.18% |
$32.6K - $35.5K
|
38
$4.14K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-375- 0.44% |
$35.1K - $38.2K
|
84.1K
$9.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-453- 9.32% |
$42.4K - $46.1K
|
4.41K
$480K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-504- 2.81% |
$47.1K - $51.3K
|
17.4K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 18.08% |
$51.4K - $56K
|
2.49K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-555- 5.75% |
$51.9K - $56.5K
|
9.09K
$990K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-556- 14.34% |
$52K - $56.6K
|
3.32K
$361K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-573- 8.86% |
$53.6K - $58.3K
|
5.89K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-579- 1.84% |
$54.2K - $58.9K
|
30.8K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-644- 4.43% |
$60.2K - $65.5K
|
13.9K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-740- 43.22% |
$69.2K - $75.3K
|
972
$106K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-792- 22.06% |
$74.1K - $80.6K
|
2.8K
$305K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-816- 16.65% |
$76.3K - $83.1K
|
4.09K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-840- 15.85% |
$78.6K - $85.5K
|
4.46K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-918- 2.84% |
$85.9K - $93.4K
|
31.4K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-966- 3.71% |
$90.4K - $98.3K
|
25.1K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.92K- 10.07% |
$179K - $195K
|
17.1K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 10.82% |
$238K - $259K
|
21K
$2.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-2.63K- 14.37% |
$246K - $268K
|
15.7K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 6.74% |
$292K - $317K
|
43.1K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.83K- 51.11% |
$639K - $695K
|
6.54K
$711K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.83K- 12.31% |
$732K - $797K
|
55.8K
$6.07M
|