Mml Investors Services, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Mml Investors Services, LLC

$27.4 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$86.18 - $100.86 $8,531 - $9,985	-99 Reduced 3.97%	2,395 $212,000
Q4 2021 Feb 14, 2022	SELL	$93.29 - $101.13 $508,243 - $550,956	-5,448 Reduced 68.6%	2,494 $252,000
Q3 2021 Nov 15, 2021	SELL	$93.98 - $99.34 $224,236 - $237,025	-2,386 Reduced 23.1%	7,942 $746,000
Q2 2021 Aug 13, 2021	BUY	$94.6 - $100.85 $425,416 - $453,522	4,497 Added 77.12%	10,328 $1 Million
Q1 2021 May 14, 2021	SELL	$82.63 - $94.8 $37,266 - $42,754	-451 Reduced 7.18%	5,831 $550,000
Q4 2020 Feb 12, 2021	BUY	$72.77 - $85.16 $59,889 - $70,086	823 Added 15.08%	6,282 $526,000
Q3 2020 Nov 13, 2020	BUY	$71.8 - $78.94 $33,674 - $37,022	469 Added 9.4%	5,459 $412,000
Q2 2020 Aug 14, 2020	BUY	$61.49 - $81.56 $306,835 - $406,984	4,990 New	4,990 $0
Q1 2020 May 14, 2020	SELL	$55.12 - $93.97 $181,620 - $309,631	-3,295 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$84.13 - $92.78 $8,328 - $9,185	-99 Reduced 2.92%	3,295 $305,000
Q3 2019 Nov 14, 2019	SELL	$86.37 - $88.25 $418,117 - $427,218	-4,841 Reduced 58.79%	3,394 $297,000
Q2 2019 Aug 13, 2019	SELL	N/A	-99 Reduced 1.19%	8,235 $706,000
Q1 2019 May 10, 2019	BUY	N/A	579 Added 7.47%	8,334 $712,000
Q4 2018 Feb 14, 2019	SELL	N/A	-357 Reduced 4.4%	7,755 $597,000
Q3 2018 Nov 07, 2018	BUY	N/A	5,517 Added 212.6%	8,112 $734,000
Q2 2018 Aug 13, 2018	BUY	N/A	14 Added 0.54%	2,595 $225,000
Q1 2018 May 11, 2018	BUY	N/A	101 Added 4.07%	2,581 $218,000
Q4 2017 Feb 13, 2018	BUY	N/A	2,480	2,480 $219,000

Others Institutions Holding AIVL

# of Institutions

129

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.9 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.77 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.28 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.71 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.76 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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