Purchases and Sales Made in Q3 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 Q3 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
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
27.9K
New
$2.47M - $2.71M
27.9K $3.04M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
23.1K
New
$2.05M - $2.24M
23.1K $2.52M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.28K
+ 38.83%
$822K - $899K
33.2K $3.61M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
7.42K
+ 44.16%
$658K - $720K
24.2K $2.64M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
6.82K
New
$604K - $661K
6.82K $743K
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
2.84K
New
$252K - $275K
2.84K $309K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.8K
+ 9.15%
$248K - $271K
33.4K $3.64M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.65K
New
$235K - $257K
2.65K $289K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
693
+ 0.81%
$61.4K - $67.2K
86K $9.37M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
595
+ 5.71%
$52.7K - $57.7K
11K $1.2M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
259
+ 1.46%
$22.9K - $25.1K
18K $1.96M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
203
New
$18K - $19.7K
203 $22.1K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
180
New
$15.9K - $17.4K
180 $19.6K
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
105
+ 1.08%
$9.3K - $10.2K
9.79K $1.07M
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
104
+ 0.57%
$9.21K - $10.1K
18.2K $1.99M
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
100
+ 50.0%
$8.86K - $9.69K
300 $32.7K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
84
+ 28.77%
$7.44K - $8.14K
376 $41K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
40
+ 20.94%
$3.54K - $3.88K
231 $25.2K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
38
+ 10.89%
$3.37K - $3.68K
387 $42.2K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
32
+ 0.72%
$2.83K - $3.1K
4.46K $486K
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
29
+ 1.11%
$2.57K - $2.81K
2.64K $288K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
23
+ 0.17%
$2.04K - $2.23K
13.7K $1.5M
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
23
+ 0.47%
$2.04K - $2.23K
4.89K $533K
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
22
+ 0.8%
$1.95K - $2.13K
2.77K $302K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
20
+ 0.82%
$1.77K - $1.94K
2.47K $269K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
14
+ 0.12%
$1.24K - $1.36K
11.5K $1.25M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
7
+ 0.93%
$620 - $679
756 $82.4K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
6
+ 0.04%
$531 - $582
16.5K $1.8M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
6
+ 0.7%
$531 - $582
859 $93.6K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
2
+ 10.0%
$177 - $194
22 $2.4K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
1
+ 0.02%
$88.6 - $96.9
6.23K $679K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1
+ 0.02%
$88.6 - $96.9
4.18K $455K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 1.96%
$88.6 - $96.9
52 $5.67K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1
+ 0.02%
$88.6 - $96.9
4.37K $476K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

SELL
 -
-26
- 0.72%
$2.3K - $2.52K
3.59K $391K
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

SELL
 -
-33
- 1.37%
$2.92K - $3.2K
2.37K $258K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-34
- 0.22%
$3.01K - $3.3K
15.4K $1.68M
Oct 20, 2023 Q3 2023
Lowe Wealth Advisors, LLC

SELL
 -
-39
- 3.19%
$3.45K - $3.78K
1.18K $129K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-40
- 0.43%
$3.54K - $3.88K
9.23K $1.01M
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-50
- 5.86%
$4.43K - $4.85K
803 $87.5K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

SELL
 -
-52
- 2.25%
$4.61K - $5.04K
2.25K $246K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-66
- 4.61%
$5.85K - $6.4K
1.37K $149K
Oct 31, 2023 Q3 2023
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-86
- 6.81%
$7.62K - $8.34K
1.18K $128K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

SELL
 -
-97
- 3.75%
$8.59K - $9.4K
2.49K $272K
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
SELL
 -
-135
- 3.05%
$12K - $13.1K
4.3K $468K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-144
- 73.85%
$12.8K - $14K
51 $5.56K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-145
- 2.68%
$12.8K - $14.1K
5.26K $573K

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