Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-114- 2.77% |
$10.7K - $11.3K
|
4K
$442K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-167- 0.21% |
$15.7K - $16.6K
|
79.6K
$8.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-175Closed |
$16.4K - $17.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-197- 0.4% |
$18.5K - $19.6K
|
48.5K
$5.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-200- 13.25% |
$18.8K - $19.9K
|
1.31K
$145K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 9.17% |
$18.8K - $19.9K
|
1.98K
$219K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 2.27% |
$18.8K - $19.9K
|
8.62K
$952K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-219- 2.2% |
$20.6K - $21.8K
|
9.73K
$1.08M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-221Closed |
$20.8K - $22K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-254- 1.52% |
$23.9K - $25.2K
|
16.5K
$1.82M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-276- 1.46% |
$25.9K - $27.4K
|
18.6K
$2.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-287- 2.54% |
$27K - $28.5K
|
11K
$1.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-325- 11.76% |
$30.5K - $32.3K
|
2.44K
$269K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-413- 1.85% |
$38.8K - $41K
|
22K
$2.43M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-416- 11.15% |
$39.1K - $41.3K
|
3.31K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-483- 2.12% |
$45.4K - $48K
|
22.3K
$2.46M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-762- 7.94% |
$71.6K - $75.7K
|
8.83K
$976K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-770- 15.93% |
$72.4K - $76.5K
|
4.06K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-846- 2.7% |
$79.5K - $84K
|
30.5K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-899- 10.3% |
$84.5K - $89.3K
|
7.83K
$865K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-972- 2.95% |
$91.3K - $96.6K
|
32K
$3.54M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.19K- 6.11% |
$111K - $118K
|
18.2K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-1.29K- 27.79% |
$121K - $128K
|
3.36K
$371K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-1.45K- 6.65% |
$136K - $144K
|
20.4K
$2.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 3.74% |
$138K - $146K
|
37.9K
$4.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.52KClosed |
$143K - $151K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.9K- 4.75% |
$179K - $189K
|
38.2K
$4.22M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2K- 2.64% |
$188K - $199K
|
73.9K
$8.16M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.08KClosed |
$195K - $206K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.14KClosed |
$201K - $213K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.39K- 23.1% |
$224K - $237K
|
7.94K
$877K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.45KClosed |
$231K - $244K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 4.54% |
$293K - $310K
|
65.6K
$7.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.18K- 10.63% |
$298K - $315K
|
26.7K
$2.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.18K- 31.85% |
$393K - $415K
|
8.94K
$988K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.28K- 51.31% |
$779K - $823K
|
7.86K
$868K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54.5K- 92.0% |
$5.12M - $5.41M
|
4.74K
$523K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.6K- 61.28% |
$5.6M - $5.92M
|
37.6K
$4.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-82.8K- 50.0% |
$7.78M - $8.22M
|
82.8K
$9.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-97.7K- 69.41% |
$9.18M - $9.71M
|
43.1K
$4.76M
|