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 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-253- 1.01% |
$26.5K - $28.5K
|
24.9K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-255- 1.68% |
$26.7K - $28.7K
|
15K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-273- 1.24% |
$28.6K - $30.7K
|
21.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-321- 9.13% |
$33.7K - $36.1K
|
3.2K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-375- 2.59% |
$39.3K - $42.2K
|
14.1K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-435- 2.78% |
$45.6K - $49K
|
15.2K
$1.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-450- 11.39% |
$47.2K - $50.6K
|
3.5K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-495- 13.29% |
$51.9K - $55.7K
|
3.23K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-602- 40.62% |
$63.1K - $67.7K
|
880
$97K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-649- 48.98% |
$68.1K - $73K
|
676
$74.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.12K- 6.3% |
$117K - $125K
|
16.6K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.33K- 30.5% |
$139K - $150K
|
3.03K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.65K- 10.96% |
$173K - $185K
|
13.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.93K- 2.0% |
$203K - $218K
|
94.8K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.08K- 41.84% |
$218K - $234K
|
2.89K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.14K- 8.67% |
$225K - $241K
|
22.6K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.16K- 10.48% |
$226K - $243K
|
18.4K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 28.62% |
$229K - $245K
|
5.44K
$600K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.38K- 85.06% |
$250K - $268K
|
418
$46.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.65K- 55.05% |
$383K - $411K
|
2.98K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.8K- 17.41% |
$399K - $428K
|
18K
$1.99M
|