Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-148- 0.75% |
$12.2K - $14.2K
|
19.5K
$2.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-159- 9.41% |
$13.1K - $15.2K
|
1.53K
$167K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-165- 1.77% |
$13.6K - $15.8K
|
9.18K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-177- 0.74% |
$14.6K - $17K
|
23.7K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-188- 0.2% |
$15.5K - $18K
|
92K
$10M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-209- 2.58% |
$17.2K - $20K
|
7.88K
$857K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-233- 8.66% |
$19.2K - $22.3K
|
2.46K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-239- 3.0% |
$19.7K - $22.9K
|
7.74K
$842K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-348- 3.63% |
$28.7K - $33.4K
|
9.24K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-389- 3.38% |
$32.1K - $37.3K
|
11.1K
$1.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-495- 7.1% |
$40.8K - $47.5K
|
6.48K
$705K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-630- 6.88% |
$52K - $60.4K
|
8.53K
$929K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-630- 8.45% |
$52K - $60.4K
|
6.82K
$743K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-920- 7.5% |
$75.9K - $88.2K
|
11.3K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-926Closed |
$76.4K - $88.8K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.05K- 13.31% |
$86.8K - $101K
|
6.86K
$747K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 3.55% |
$92.4K - $107K
|
30.4K
$3.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.36K- 15.7% |
$112K - $131K
|
7.32K
$796K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 2.62% |
$117K - $136K
|
52.7K
$5.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.46K- 9.7% |
$120K - $140K
|
13.6K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.48K- 8.92% |
$122K - $141K
|
15.1K
$1.64M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.48K- 37.46% |
$122K - $142K
|
2.47K
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.8K- 40.14% |
$148K - $172K
|
2.68K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.57K- 46.28% |
$377K - $438K
|
5.3K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.8K- 38.32% |
$725K - $843K
|
14.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 21.06% |
$889K - $1.03M
|
40.4K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.8K- 48.89% |
$1.79M - $2.09M
|
22.7K
$2.48M
|