Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5KNew |
$1.1M - $1.18M
|
10.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.41K+ 35.63% |
$987K - $1.06M
|
35.8K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.05K+ 11.95% |
$424K - $455K
|
37.9K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.76KNew |
$395K - $423K
|
3.76K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.72K+ 24.53% |
$390K - $419K
|
18.9K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.57KNew |
$374K - $401K
|
3.57K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.94K+ 63.17% |
$308K - $331K
|
7.59K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.6K+ 86666.67% |
$273K - $293K
|
2.6K
$287K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.27KNew |
$238K - $256K
|
2.27K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.85KNew |
$194K - $208K
|
1.85K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 3.54% |
$144K - $154K
|
40.1K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
942+ 13.42% |
$98.8K - $106K
|
7.96K
$878K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
738+ 125.72% |
$77.4K - $83K
|
1.33K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
417+ 9.75% |
$43.7K - $46.9K
|
4.69K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
357New |
$37.4K - $40.2K
|
357
$39.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
288+ 0.33% |
$30.2K - $32.4K
|
88.7K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
275New |
$28.8K - $30.9K
|
275
$30.3K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
253New |
$26.5K - $28.5K
|
253
$27.9K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
117New |
$12.3K - $13.2K
|
117
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
117New |
$12.3K - $13.2K
|
117
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31+ 0.35% |
$3.25K - $3.49K
|
8.85K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.21% |
$1.89K - $2.03K
|
8.76K
$966K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17+ 0.22% |
$1.78K - $1.91K
|
7.85K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
15+ 0.23% |
$1.57K - $1.69K
|
6.48K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10+ 0.26% |
$1.05K - $1.13K
|
3.8K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.33% |
$944 - $1.01K
|
2.7K
$298K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$734 - $788
|
2.33K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2+ 0.08% |
$210 - $225
|
2.54K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$105 - $113
|
4.18K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$105 - $113
|
13.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.35% |
$1.57K - $1.69K
|
4.31K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25- 3.54% |
$2.62K - $2.81K
|
682
$75.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-27- 0.69% |
$2.83K - $3.04K
|
3.9K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 1.92% |
$5.24K - $5.63K
|
2.55K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-54- 15.79% |
$5.66K - $6.08K
|
288
$31.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-66- 3.12% |
$6.92K - $7.43K
|
2.05K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-70- 36.84% |
$7.34K - $7.88K
|
120
$13.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-74- 0.28% |
$7.76K - $8.33K
|
26.3K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75- 1.46% |
$7.87K - $8.44K
|
5.07K
$559K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 23.94% |
$9.44K - $10.1K
|
286
$31.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-95- 4.32% |
$9.96K - $10.7K
|
2.1K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-96- 0.44% |
$10.1K - $10.8K
|
21.6K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 28.95% |
$13.8K - $14.9K
|
324
$35.7K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-175- 1.36% |
$18.4K - $19.7K
|
12.7K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-195- 0.24% |
$20.4K - $21.9K
|
81.5K
$8.99M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-216- 9.57% |
$22.7K - $24.3K
|
2.04K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-245- 6.3% |
$25.7K - $27.6K
|
3.64K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-247- 33.29% |
$25.9K - $27.8K
|
495
$54.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253- 2.17% |
$26.5K - $28.5K
|
11.4K
$1.26M
|