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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.76KNew |
$395K - $423K
|
3.76K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.85KNew |
$194K - $208K
|
1.85K
$190K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.21% |
$1.89K - $2.03K
|
8.76K
$902K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$734 - $788
|
2.33K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 23.94% |
$9.44K - $10.1K
|
286
$29.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-195- 0.24% |
$20.4K - $21.9K
|
81.5K
$8.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-253- 1.01% |
$26.5K - $28.5K
|
24.9K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253- 2.17% |
$26.5K - $28.5K
|
11.4K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-375- 2.59% |
$39.3K - $42.2K
|
14.1K
$1.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-450- 11.39% |
$47.2K - $50.6K
|
3.5K
$361K
|