Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
82.8K+ 100.0% |
$7.83M - $8.35M
|
166K
$18M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.8KNew |
$7.55M - $8.04M
|
79.8K
$8.69M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3KNew |
$2.96M - $3.16M
|
31.3K
$3.41M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1KNew |
$1.53M - $1.63M
|
16.1K
$1.76M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.33K+ 10.15% |
$599K - $639K
|
68.8K
$7.49M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.32KNew |
$503K - $536K
|
5.32K
$579K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.5K+ 77.12% |
$425K - $454K
|
10.3K
$1.13M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.1K+ 11.64% |
$388K - $414K
|
39.3K
$4.29M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.93K+ 32.16% |
$372K - $397K
|
16.2K
$1.76M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.55K+ 171.35% |
$336K - $358K
|
5.62K
$612K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.85K+ 27.75% |
$270K - $287K
|
13.1K
$1.43M
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.79KNew |
$263K - $281K
|
2.79K
$303K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.45KNew |
$232K - $247K
|
2.45K
$267K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14KNew |
$203K - $216K
|
2.14K
$234K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.02K+ 15.73% |
$191K - $204K
|
14.9K
$1.62M
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.6K+ 5.37% |
$151K - $161K
|
31.3K
$3.41M
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$144K - $153K
|
1.52K
$166K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1.48KNew |
$140K - $149K
|
1.48K
$161K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 5.45% |
$116K - $124K
|
23.8K
$2.6M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.06KNew |
$101K - $107K
|
1.06K
$116K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
927+ 21.33% |
$87.7K - $93.5K
|
5.27K
$575K
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
924+ 10.62% |
$87.4K - $93.2K
|
9.62K
$1.05M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
923+ 2.36% |
$87.3K - $93.1K
|
40.1K
$4.37M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
813+ 8.93% |
$76.9K - $82K
|
9.92K
$1.08M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
640New |
$60.5K - $64.5K
|
640
$69.7K
|
|
Aug 06, 2021
Q2 2021
|
White Pine Investment CO
|
BUY
|
- |
498+ 1.93% |
$47.1K - $50.2K
|
26.3K
$2.87M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
312+ 2.84% |
$29.5K - $31.5K
|
11.3K
$1.23M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
221New |
$20.9K - $22.3K
|
221
$24.1K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
150New |
$14.2K - $15.1K
|
150
$16.3K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 2.85% |
$10.8K - $11.5K
|
4.11K
$448K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
102New |
$9.65K - $10.3K
|
102
$11.1K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$4.92K - $5.24K
|
52
$5.67K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 0.17% |
$2.08K - $2.22K
|
13.2K
$1.44M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.81% |
$1.8K - $1.92K
|
2.38K
$259K
|
|
Aug 12, 2021
Q2 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.04% |
$568 - $605
|
16.7K
$1.82M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.91% |
$568 - $605
|
662
$72.1K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.71% |
$568 - $605
|
852
$92.8K
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.2% |
$473 - $504
|
2.47K
$269K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.83% |
$473 - $504
|
611
$66.6K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2+ 0.7% |
$189 - $202
|
288
$31.4K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$94.6 - $101
|
1.57K
$171K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$94.6 - $101
|
2.5K
$272K
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.13% |
$94.6 - $101
|
774
$84.3K
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 0.5% |
$946 - $1.01K
|
2K
$217K
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-26- 0.93% |
$2.46K - $2.62K
|
2.76K
$301K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-29- 9.93% |
$2.74K - $2.92K
|
263
$28.7K
|
|
Jul 21, 2021
Q2 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-30- 0.3% |
$2.84K - $3.03K
|
9.95K
$1.08M
|
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
SELL
|
- |
-36- 1.64% |
$3.41K - $3.63K
|
2.17K
$236K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
SELL
|
- |
-44- 1.83% |
$4.16K - $4.44K
|
2.36K
$257K
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-77- 0.59% |
$7.28K - $7.77K
|
13.1K
$1.42M
|