Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15.1KNew |
$1.1M - $1.29M
|
15.1K
$1.65M
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$990K - $1.16M
|
13.6K
$1.48M
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.12KNew |
$445K - $521K
|
6.12K
$667K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
4.44K+ 337.75% |
$323K - $378K
|
5.75K
$627K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.24KNew |
$309K - $361K
|
4.24K
$462K
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.54KNew |
$258K - $302K
|
3.54K
$386K
|
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.03K+ 98.31% |
$221K - $258K
|
6.12K
$667K
|
|
|
Feb 03, 2021
Q4 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.64KNew |
$192K - $225K
|
2.64K
$288K
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 5.59% |
$187K - $218K
|
48.4K
$5.27M
|
|
|
Feb 10, 2021
Q4 2020
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.46KNew |
$179K - $210K
|
2.46K
$268K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
2.4KNew |
$175K - $205K
|
2.4K
$262K
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
2.39KNew |
$174K - $204K
|
2.39K
$260K
|
|
|
Feb 08, 2021
Q4 2020
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.35KNew |
$171K - $200K
|
2.35K
$256K
|
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.23K+ 36.47% |
$162K - $190K
|
8.35K
$910K
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.05K+ 48.96% |
$149K - $175K
|
6.25K
$681K
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
2.01K+ 39.86% |
$146K - $171K
|
7.06K
$769K
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.81K+ 57.82% |
$132K - $154K
|
4.94K
$539K
|
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
BUY
|
- |
1.69K+ 56.91% |
$123K - $143K
|
4.65K
$506K
|
|
|
Feb 02, 2021
Q4 2020
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.55K+ 5.81% |
$113K - $132K
|
28.2K
$3.07M
|
|
|
Jan 22, 2021
Q4 2020
|
White Pine Investment CO
|
BUY
|
- |
1.47K+ 6.22% |
$107K - $125K
|
25.1K
$2.74M
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.43KNew |
$104K - $122K
|
1.43K
$156K
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.23K+ 10.28% |
$89.7K - $105K
|
13.2K
$1.44M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
929New |
$67.6K - $79.1K
|
929
$101K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
901+ 20.73% |
$65.6K - $76.7K
|
5.25K
$572K
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
871+ 4.44% |
$63.4K - $74.2K
|
20.5K
$2.23M
|
|
|
Feb 05, 2021
Q4 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
869+ 113.15% |
$63.2K - $74K
|
1.64K
$178K
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
823+ 15.08% |
$59.9K - $70.1K
|
6.28K
$684K
|
|
|
Feb 11, 2021
Q4 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
608New |
$44.2K - $51.8K
|
608
$66.2K
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
577+ 4.44% |
$42K - $49.1K
|
13.6K
$1.48M
|
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
BUY
|
- |
470+ 5.71% |
$34.2K - $40K
|
8.7K
$948K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
460New |
$33.5K - $39.2K
|
460
$50.1K
|
|
|
Feb 17, 2021
Q4 2020
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
432New |
$31.4K - $36.8K
|
432
$47.1K
|
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
350+ 8.04% |
$25.5K - $29.8K
|
4.7K
$513K
|
|
|
Feb 11, 2021
Q4 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
333+ 2.24% |
$24.2K - $28.4K
|
15.2K
$1.65M
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
319New |
$23.2K - $27.2K
|
319
$34.8K
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 25.77% |
$14.6K - $17K
|
976
$106K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
156+ 1.26% |
$11.4K - $13.3K
|
12.5K
$1.36M
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
147New |
$10.7K - $12.5K
|
147
$16K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
130New |
$9.46K - $11.1K
|
130
$14.2K
|
|
|
Feb 08, 2021
Q4 2020
|
Jones Financial Companies Lllp
|
BUY
|
- |
99New |
$7.2K - $8.43K
|
99
$10.8K
|
|
|
Jan 25, 2021
Q4 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
90+ 1.66% |
$6.55K - $7.66K
|
5.52K
$601K
|
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
85+ 0.38% |
$6.19K - $7.24K
|
22.7K
$2.47M
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59+ 2.11% |
$4.29K - $5.02K
|
2.86K
$311K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11+ 0.1% |
$800 - $937
|
11K
$1.19M
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 1.2% |
$728 - $852
|
843
$91.9K
|
|
|
Jan 14, 2021
Q4 2020
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7New |
$509 - $596
|
7
$763
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 1.17% |
$509 - $596
|
604
$65.8K
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 1.08% |
$509 - $596
|
654
$71.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 1.11% |
$364 - $426
|
455
$49.6K
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 1.06% |
$218 - $255
|
285
$31.1K
|