Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
25.1K
New
$2.66M - $2.88M
25.1K $2.8M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
22K
New
$2.33M - $2.52M
22K $2.45M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
17.7K
New
$1.88M - $2.03M
17.7K $1.97M
Feb 06, 2025 Q4 2024
Novus Advisors, LLC

Greenville, SC
BUY
 -
3.73K
New
$395K - $427K
3.73K $415K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.94K
+ 72.03%
$312K - $337K
7.02K $782K
Jan 28, 2025 Q4 2024
Mezzasalma Advisors, LLC

BUY
 -
2.32K
New
$246K - $266K
2.32K $259K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.79K
+ 42.96%
$189K - $205K
5.94K $662K
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.04K
+ 28.67%
$110K - $119K
4.65K $518K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
1.03K
+ 30.76%
$109K - $118K
4.36K $486K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
600
+ 68.03%
$63.7K - $68.8K
1.48K $165K
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
506
+ 0.58%
$53.7K - $58K
88.4K $9.86M
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
475
New
$50.4K - $54.5K
475 $52.9K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
400
+ 3.55%
$42.4K - $45.9K
11.7K $1.3M
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
387
+ 17.49%
$41.1K - $44.4K
2.6K $290K
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
315
+ 66.74%
$33.4K - $36.1K
787 $87.7K
Feb 13, 2025 Q4 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
289
+ 12.88%
$30.7K - $33.1K
2.53K $282K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
190
New
$20.2K - $21.8K
190 $21.2K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
105
New
$11.1K - $12K
105 $11.7K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
57
New
$6.05K - $6.54K
57 $6.35K
Jan 23, 2025 Q4 2024
Institute For Wealth Management, Llc.

BUY
 -
23
+ 0.26%
$2.44K - $2.64K
8.74K $974K
Feb 04, 2025 Q4 2024
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
17
+ 0.34%
$1.8K - $1.95K
4.97K $554K
Jan 29, 2025 Q4 2024
Augustine Asset Management Inc

BUY
 -
12
+ 0.58%
$1.27K - $1.38K
2.07K $231K
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
5
+ 0.01%
$531 - $573
33.9K $3.77M
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
2
+ 0.34%
$212 - $229
587 $65.4K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1
+ 0.02%
$106 - $115
4.28K $477K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
1
+ 0.04%
$106 - $115
2.26K $252K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-12
- 0.08%
$1.27K - $1.38K
15.2K $1.7M
Jan 31, 2025 Q4 2024
Fingerlakes Wealth Management, Inc.

SELL
 -
-33
- 1.21%
$3.5K - $3.78K
2.7K $300K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

SELL
 -
-47
- 2.17%
$4.99K - $5.39K
2.12K $236K
Feb 13, 2025 Q4 2024
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-60
- 1.19%
$6.37K - $6.88K
4.97K $554K
Feb 14, 2025 Q4 2024
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-70
- 0.34%
$7.43K - $8.03K
20.6K $2.29M
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

SELL
 -
-74
- 96.1%
$7.85K - $8.48K
3 $334
Feb 12, 2025 Q4 2024
Envestnet Asset Management Inc

SELL
 -
-75
- 0.3%
$7.96K - $8.6K
24.7K $2.75M
Jan 13, 2025 Q4 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-90
- 2.57%
$9.55K - $10.3K
3.41K $380K
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

SELL
 -
-100
- 1.91%
$10.6K - $11.5K
5.14K $573K
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-100
- 0.38%
$10.6K - $11.5K
26.4K $2.94M
Feb 03, 2025 Q4 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-113
- 0.52%
$12K - $13K
21.7K $2.41M
Jan 17, 2025 Q4 2024
Perfromance Wealth Partners, LLC

SELL
 -
-126
- 3.11%
$13.4K - $14.4K
3.93K $438K
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-169
- 4.27%
$17.9K - $19.4K
3.79K $422K
Feb 12, 2025 Q4 2024
Biondo Investment Advisors, LLC

Milford, PA
SELL
 -
-170
- 1.3%
$18K - $19.5K
12.9K $1.44M
Jan 10, 2025 Q4 2024
Lowe Wealth Advisors, LLC

SELL
 -
-222
- 25.72%
$23.6K - $25.5K
641 $71.5K
Feb 05, 2025 Q4 2024
Altrius Capital Management Inc

New Bern, NC
SELL
 -
-247
- 5.97%
$26.2K - $28.3K
3.89K $433K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-256
- 2.82%
$27.2K - $29.4K
8.82K $983K
Jan 30, 2025 Q4 2024
Allworth Financial LP

SELL
 -
-287
- 45.63%
$30.5K - $32.9K
342 $38.1K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-323
- 2.38%
$34.3K - $37K
13.3K $1.48M
Feb 13, 2025 Q4 2024
Prospera Financial Services Inc

SELL
 -
-346
- 2.25%
$36.7K - $39.7K
15K $1.67M
Feb 13, 2025 Q4 2024
Cerity Partners LLC

New York, NY
SELL
 -
-465
- 5.61%
$49.3K - $53.3K
7.83K $873K
Feb 13, 2025 Q4 2024
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-595
- 7.24%
$63.1K - $68.2K
7.62K $849K

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