Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Ai Enhanced Va (AIVL)

AIVL Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q2 2023. 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 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
12.2K
New
$1.07M - $1.14M
12.2K $1.33M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.49K
+ 129.63%
$833K - $888K
16.8K $1.83M
Aug 14, 2023 Q2 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
8.25K
New
$724K - $772K
8.25K $898K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.73K
+ 611.65%
$503K - $536K
6.66K $725K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.7K
New
$500K - $533K
5.7K $620K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.72K
+ 13.83%
$326K - $348K
30.6K $3.33M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.2K
New
$193K - $206K
2.2K $240K
Jul 24, 2023 Q2 2023
Augustine Asset Management Inc

BUY
 -
2.17K
New
$190K - $203K
2.17K $236K
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
2.1K
+ 76.18%
$185K - $197K
4.87K $530K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
1.15K
New
$101K - $107K
1.15K $125K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
517
+ 0.61%
$45.4K - $48.4K
85.3K $9.28M
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
417
+ 1.93%
$36.6K - $39K
22K $2.39M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
372
+ 3.34%
$32.7K - $34.8K
11.5K $1.25M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
249
+ 1.49%
$21.9K - $23.3K
17K $1.85M
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
215
+ 2.27%
$18.9K - $20.1K
9.69K $1.05M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
New
$17.6K - $18.7K
200 $21.8K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
152
New
$13.3K - $14.2K
152 $16.5K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
115
+ 4.73%
$10.1K - $10.8K
2.55K $277K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
55
+ 0.36%
$4.83K - $5.14K
15.5K $1.68M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
51
New
$4.48K - $4.77K
51 $5.55K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
18
+ 0.13%
$1.58K - $1.68K
13.7K $1.49M
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
16
+ 0.59%
$1.4K - $1.5K
2.75K $299K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4
+ 0.54%
$351 - $374
749 $81.5K
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
4
+ 0.02%
$351 - $374
16.5K $1.79M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.47%
$87.8 - $93.5
214 $23.3K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.09%
$87.8 - $93.5
1.06K $116K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.47%
$87.8 - $93.5
214 $23.3K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
1
+ 0.04%
$87.8 - $93.5
2.31K $251K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-12
- 0.49%
$1.05K - $1.12K
2.45K $266K
Jul 20, 2023 Q2 2023
Well Done, LLC

SELL
 -
-27
- 0.14%
$2.37K - $2.53K
19.3K $2.1M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

SELL
 -
-65
- 50.0%
$5.71K - $6.08K
65 $7.07K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

SELL
 -
-80
- 0.86%
$7.02K - $7.48K
9.27K $1.01M
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-88
- 0.1%
$7.72K - $8.23K
84.6K $9.2M
Aug 14, 2023 Q2 2023
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-131
- 9.4%
$11.5K - $12.3K
1.26K $137K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-150
- 43.99%
$13.2K - $14K
191 $20.8K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-200
- 1.53%
$17.6K - $18.7K
12.8K $1.4M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
SELL
 -
-210
- 7.44%
$18.4K - $19.6K
2.61K $285K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-269
- 5.73%
$23.6K - $25.2K
4.43K $482K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

SELL
 -
-299
- 4.58%
$26.2K - $28K
6.23K $678K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-400
- 4.38%
$35.1K - $37.4K
8.73K $950K
Jul 13, 2023 Q2 2023
Webster Bank, N. A.

SELL
 -
-440
- 7.13%
$38.6K - $41.2K
5.73K $624K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-448
- 69.67%
$39.3K - $41.9K
195 $21.2K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-592
- 40.97%
$52K - $55.4K
853 $92.8K
Aug 10, 2023 Q2 2023
Altrius Capital Management Inc

New Bern, NC
SELL
 -
-594
- 10.06%
$52.1K - $55.6K
5.31K $578K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-623
- 5.65%
$54.7K - $58.3K
10.4K $1.13M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-682
- 3.71%
$59.9K - $63.8K
17.7K $1.93M
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-738
- 15.02%
$64.8K - $69K
4.18K $454K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-756
- 46.99%
$66.4K - $70.7K
853 $92.8K

Track Institutional and Insider Activities on AIVL

Follow WISDOMTREE U.S. AI ENHANCED VA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AIVL shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree U.S. Ai Enhanced Va insider buys or sells AIVL shares.

Notify only if

News

Receive news related to WISDOMTREE U.S. AI ENHANCED VA

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AIVL