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 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-530- 6.64% |
$43.3K - $52.1K
|
7.45K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-567- 25.7% |
$46.3K - $55.7K
|
1.64K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-571- 1.04% |
$46.6K - $56.1K
|
54.1K
$5.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-631- 18.95% |
$51.5K - $62K
|
2.7K
$294K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-695- 9.06% |
$56.7K - $68.3K
|
6.98K
$759K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-753- 21.88% |
$61.5K - $74K
|
2.69K
$293K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-769- 23.35% |
$62.8K - $75.6K
|
2.52K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-902- 8.6% |
$73.6K - $88.7K
|
9.59K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-920- 1.36% |
$75.1K - $90.5K
|
66.6K
$7.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-961- 9.97% |
$78.4K - $94.5K
|
8.68K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-973- 2.99% |
$79.4K - $95.7K
|
31.5K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.07K- 9.75% |
$87K - $105K
|
9.87K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.13K- 59.43% |
$91.8K - $111K
|
768
$83.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 7.9% |
$106K - $127K
|
15.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.5K- 1.6% |
$122K - $147K
|
92.2K
$10M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 12.67% |
$178K - $214K
|
15K
$1.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.44K- 23.45% |
$200K - $240K
|
7.98K
$868K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.59K- 7.91% |
$212K - $255K
|
30.2K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.78K- 10.41% |
$227K - $273K
|
23.9K
$2.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.12K- 52.07% |
$255K - $307K
|
2.87K
$312K
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4K- 24.59% |
$327K - $393K
|
12.3K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.37K- 18.4% |
$602K - $725K
|
32.7K
$3.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.2K- 50.1% |
$751K - $904K
|
9.16K
$997K
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-21.2K- 75.58% |
$1.73M - $2.08M
|
6.85K
$746K
|