Dowling & Yahnke LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Dowling & Yahnke LLC

$215 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$55.12 - $93.97 $5,512 - $9,397	-100 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$84.13 - $92.78 $8,413 - $9,278	100 New	100 $9,000

Others Institutions Holding AIVL

# of Institutions

122

Shares Held

971K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

102K
Shares

$11.3 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.4K
Shares

$9.66 Million
0.76% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.6K
Shares

$9.24 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

41.8K
Shares

$4.62 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

41.2K
Shares

$4.56 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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