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 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 6.11% |
$7.85K - $8.37K
|
1.28K
$139K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-88- 1.12% |
$8.32K - $8.87K
|
7.74K
$843K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-95- 2.48% |
$8.99K - $9.58K
|
3.73K
$406K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-96Closed |
$9.08K - $9.68K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-120- 4.69% |
$11.4K - $12.1K
|
2.44K
$265K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-129- 8.9% |
$12.2K - $13K
|
1.32K
$144K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-134- 31.31% |
$12.7K - $13.5K
|
294
$32K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 0.36% |
$16.6K - $17.6K
|
48.7K
$5.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-187- 8.12% |
$17.7K - $18.9K
|
2.12K
$231K
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 8.4% |
$18.9K - $20.2K
|
2.18K
$238K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-211- 1.89% |
$20K - $21.3K
|
11K
$1.2M
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-225- 1.18% |
$21.3K - $22.7K
|
18.9K
$2.06M
|
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
SELL
|
- |
-233- 1.06% |
$22K - $23.5K
|
21.8K
$2.38M
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-302Closed |
$28.6K - $30.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-313- 13.1% |
$29.6K - $31.6K
|
2.08K
$226K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-344- 1.49% |
$32.5K - $34.7K
|
22.8K
$2.48M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-355- 3.95% |
$33.6K - $35.8K
|
8.63K
$940K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-358- 1.57% |
$33.9K - $36.1K
|
22.4K
$2.44M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-457Closed |
$43.2K - $46.1K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-519- 1.2% |
$49.1K - $52.3K
|
42.7K
$4.65M
|
|
|
Aug 03, 2021
Q2 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-710- 7.51% |
$67.2K - $71.6K
|
8.74K
$952K
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-864- 9.24% |
$81.7K - $87.1K
|
8.48K
$924K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-917- 2.45% |
$86.7K - $92.5K
|
36.6K
$3.98M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-948- 4.68% |
$89.7K - $95.6K
|
19.3K
$2.1M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.04K- 9.78% |
$98.4K - $105K
|
9.59K
$1.05M
|
|
|
Jul 16, 2021
Q2 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.05K- 5.11% |
$98.9K - $105K
|
19.4K
$2.11M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.54K- 1.56% |
$146K - $155K
|
97.2K
$10.6M
|
|
|
Jul 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.68K- 40.16% |
$159K - $169K
|
2.5K
$273K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.15KClosed |
$204K - $217K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.23KClosed |
$211K - $225K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.26K- 27.21% |
$214K - $228K
|
6.05K
$659K
|
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.76K- 56.49% |
$261K - $279K
|
2.13K
$232K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.89KClosed |
$273K - $291K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.89K- 8.82% |
$273K - $292K
|
29.9K
$3.25M
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.92K- 25.06% |
$276K - $294K
|
8.72K
$951K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.99KClosed |
$282K - $301K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.12K- 8.64% |
$295K - $315K
|
33K
$3.6M
|
|
|
Aug 06, 2021
Q2 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.1K- 5.12% |
$387K - $413K
|
75.9K
$8.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.26K- 2.93% |
$403K - $429K
|
141K
$15.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.29KClosed |
$500K - $533K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-12.2K- 28.29% |
$1.15M - $1.23M
|
30.9K
$3.37M
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-40.4KClosed |
$3.82M - $4.07M
|
0
$0
|