Purchases and Sales Made in Q4 2020 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 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 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2
+ 0.13%
$146 - $170
1.57K $172K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2
+ 0.49%
$146 - $170
414 $45.4K
Feb 02, 2021 Q4 2020
Townsend Asset Management Corp

BUY
 -
2
+ 0.26%
$146 - $170
772 $84.6K
Feb 09, 2021 Q4 2020
Nvwm, LLC

SELL
 -
-46
Closed
$3.35K - $3.92K
0 $0
Jan 12, 2021 Q4 2020
Central Bank & Trust CO

SELL
 -
-100
Closed
$7.28K - $8.52K
0 $0
Feb 04, 2021 Q4 2020
Biondo Investment Advisors, LLC

Milford, PA
SELL
 -
-135
- 1.47%
$9.82K - $11.5K
9.04K $991K
Feb 02, 2021 Q4 2020
Ahrens Investment Partners LLC

SELL
 -
-170
- 1.86%
$12.4K - $14.5K
8.97K $983K
Feb 03, 2021 Q4 2020
Flaharty Asset Management, LLC

SELL
 -
-200
- 4.32%
$14.6K - $17K
4.43K $485K
Feb 09, 2021 Q4 2020
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-204
Closed
$14.8K - $17.4K
0 $0
Jan 27, 2021 Q4 2020
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-233
- 6.23%
$17K - $19.8K
3.51K $385K
Feb 12, 2021 Q4 2020
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-325
- 0.39%
$23.7K - $27.7K
82.8K $9.07M
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-325
- 52.5%
$23.7K - $27.7K
294 $32.2K
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-334
- 12.46%
$24.3K - $28.4K
2.35K $257K
Jan 15, 2021 Q4 2020
Beacon Financial Group

SELL
 -
-371
- 0.91%
$27K - $31.6K
40.4K $4.42M
Feb 03, 2021 Q4 2020
Mengis Capital Management, Inc.

SELL
 -
-380
- 10.59%
$27.7K - $32.4K
3.21K $352K
Feb 12, 2021 Q4 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-393
- 1.65%
$28.6K - $33.5K
23.5K $2.57M
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
SELL
 -
-395
- 3.43%
$28.7K - $33.6K
11.1K $1.22M
Jan 25, 2021 Q4 2020
Ifp Advisors, Inc

SELL
 -
-500
Closed
$36.4K - $42.6K
0 $0
Jan 19, 2021 Q4 2020
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-692
- 3.98%
$50.4K - $58.9K
16.7K $1.83M
Jan 27, 2021 Q4 2020
Stonebridge Financial Planning Group, LLC

SELL
 -
-700
- 22.01%
$50.9K - $59.6K
2.48K $272K
Feb 05, 2021 Q4 2020
Element Wealth, LLC

SELL
 -
-827
- 23.25%
$60.2K - $70.4K
2.73K $299K
Feb 04, 2021 Q4 2020
Glassman Wealth Services

SELL
 -
-1K
Closed
$72.8K - $85.2K
0 $0
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-1.12K
- 0.76%
$81.5K - $95.4K
147K $16.1M
Feb 02, 2021 Q4 2020
Well Done, LLC

SELL
 -
-1.23K
- 5.04%
$89.3K - $104K
23.1K $2.53M
Jan 26, 2021 Q4 2020
Nadler Financial Group, Inc.

SELL
 -
-1.38K
- 5.77%
$100K - $117K
22.4K $2.46M
Feb 11, 2021 Q4 2020
Rmb Capital Management, LLC

SELL
 -
-1.67K
- 4.81%
$121K - $142K
32.9K $3.61M
Feb 02, 2021 Q4 2020
Gyl Financial Synergies, LLC

SELL
 -
-1.93K
- 26.56%
$141K - $165K
5.34K $586K
Sep 15, 2021 Q4 2020
Cwm, LLC

SELL
 -
-2.01K
- 28.5%
$146K - $171K
5.05K $553K
Jan 26, 2021 Q4 2020
Hollencrest Capital Management

SELL
 -
-2.2K
- 30.56%
$160K - $187K
5K $548K
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

SELL
 -
-2.37K
- 3.79%
$173K - $202K
60.2K $6.6M
Feb 16, 2021 Q4 2020
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-2.4K
- 4.69%
$175K - $204K
48.7K $5.34M
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
SELL
 -
-2.57K
- 6.04%
$187K - $219K
40K $4.38M
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.85K
- 7.25%
$207K - $242K
36.4K $3.99M
Feb 16, 2021 Q4 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.9K
- 36.5%
$211K - $247K
5.05K $553K
Jan 07, 2021 Q4 2020
Webster Bank, N. A.

SELL
 -
-2.99K
- 21.43%
$218K - $255K
11K $1.2M
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-3.03K
Closed
$220K - $258K
0 $0
Feb 11, 2021 Q4 2020
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-3.14K
- 47.97%
$228K - $267K
3.4K $373K
Jan 29, 2021 Q4 2020
Strateg Iq Financial Group, LLC

SELL
 -
-3.24K
- 21.02%
$236K - $276K
12.2K $1.33M
Feb 02, 2021 Q4 2020
Garrison Asset Management, LLC

SELL
 -
-3.3K
- 23.84%
$240K - $281K
10.5K $1.15M
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-3.41K
Closed
$248K - $291K
0 $0
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.6K
- 13.27%
$262K - $306K
23.5K $2.58M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-3.6K
- 8.97%
$262K - $307K
36.5K $4.01M
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

SELL
 -
-3.98K
Closed
$290K - $339K
0 $0
Feb 12, 2021 Q4 2020
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-4.89K
- 46.86%
$356K - $416K
5.54K $608K
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-5.44K
- 11.45%
$396K - $463K
42.1K $4.61M
Feb 02, 2021 Q4 2020
Koshinski Asset Management, Inc.

SELL
 -
-6.76K
- 68.66%
$492K - $576K
3.09K $338K
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-7.4K
- 19.31%
$538K - $630K
30.9K $3.39M
Feb 11, 2021 Q4 2020
Ubs Group Ag

SELL
 -
-7.6K
- 17.04%
$553K - $647K
37K $4.05M
Feb 04, 2021 Q4 2020
Salomon & Ludwin, LLC

SELL
 -
-9.13K
- 9.94%
$665K - $778K
82.8K $9.07M

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