Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.5KNew |
$3.63M - $4.37M
|
44.5K
$4.9M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 85.38% |
$1.92M - $2.32M
|
51.2K
$5.63M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 91.27% |
$894K - $1.08M
|
23K
$2.53M
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.09KNew |
$660K - $795K
|
8.09K
$890K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.35KNew |
$355K - $427K
|
4.35K
$478K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.89K+ 42.15% |
$317K - $382K
|
13.1K
$1.44M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82KNew |
$230K - $277K
|
2.82K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.65KNew |
$134K - $162K
|
1.65K
$181K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 62.13% |
$124K - $149K
|
3.96K
$435K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.29K+ 7.04% |
$105K - $126K
|
19.6K
$2.15M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.15KNew |
$93.5K - $113K
|
1.15K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
573+ 0.69% |
$46.8K - $56.3K
|
83.8K
$9.22M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
555+ 11.45% |
$45.3K - $54.6K
|
5.4K
$595K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
545+ 16.24% |
$44.5K - $53.6K
|
3.9K
$429K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
351+ 2.17% |
$28.7K - $34.5K
|
16.5K
$1.82M
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
280+ 10.78% |
$22.9K - $27.5K
|
2.88K
$317K
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
199+ 0.81% |
$16.2K - $19.6K
|
24.7K
$2.72M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 100.0% |
$12.2K - $14.7K
|
300
$33K
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
95+ 0.97% |
$7.75K - $9.34K
|
9.87K
$1.09M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
94+ 0.48% |
$7.67K - $9.24K
|
19.7K
$2.17M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41+ 7.07% |
$3.35K - $4.03K
|
621
$68.4K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$3.02K - $3.64K
|
37
$4.07K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19+ 0.14% |
$1.55K - $1.87K
|
13.7K
$1.5M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
18+ 0.66% |
$1.47K - $1.77K
|
2.73K
$300K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.64% |
$490 - $590
|
940
$103K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.68% |
$408 - $492
|
736
$81K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.03% |
$408 - $492
|
16.5K
$1.81M
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.26% |
$163 - $197
|
780
$85.9K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$81.6 - $98.3
|
2.5K
$275K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.09% |
$81.6 - $98.3
|
1.08K
$119K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$81.6 - $98.3
|
2.36K
$260K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2- 0.12% |
$163 - $197
|
1.67K
$184K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 0.02% |
$163 - $197
|
11.5K
$1.27M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-11- 0.72% |
$898 - $1.08K
|
1.51K
$167K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-15- 2.01% |
$1.22K - $1.47K
|
732
$80.6K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 9.51% |
$2.04K - $2.46K
|
238
$26.2K
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-26- 1.52% |
$2.12K - $2.56K
|
1.69K
$186K
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-35- 0.42% |
$2.86K - $3.44K
|
8.23K
$906K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-65- 2.33% |
$5.31K - $6.39K
|
2.72K
$299K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-100- 1.01% |
$8.16K - $9.83K
|
9.77K
$1.08M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-139- 1.09% |
$11.3K - $13.7K
|
12.7K
$1.39M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-142- 3.08% |
$11.6K - $14K
|
4.47K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-184- 37.94% |
$15K - $18.1K
|
301
$33.1K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-188- 13.44% |
$15.3K - $18.5K
|
1.21K
$133K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 40.0% |
$16.3K - $19.7K
|
300
$33K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-226- 11.18% |
$18.4K - $22.2K
|
1.8K
$198K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-282- 1.78% |
$23K - $27.7K
|
15.5K
$1.71M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-291- 3.55% |
$23.8K - $28.6K
|
7.91K
$871K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-325- 1.48% |
$26.5K - $32K
|
21.6K
$2.38M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-400- 7.22% |
$32.7K - $39.3K
|
5.14K
$566K
|