Sand Hill Global Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Sand Hill Global Advisors, LLC

$2.37 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$94.6 - $100.85 $211,147 - $225,097	-2,232 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$82.63 - $94.8 $96,842 - $111,105	-1,172 Reduced 34.43%	2,232 $210,000
Q4 2020 Feb 11, 2021	SELL	$72.77 - $85.16 $228,352 - $267,232	-3,138 Reduced 47.97%	3,404 $0
Q3 2020 Nov 10, 2020	SELL	$71.8 - $78.94 $74,169 - $81,545	-1,033 Reduced 13.64%	6,542 $493,000
Q2 2020 Aug 13, 2020	SELL	$61.49 - $81.56 $27,486 - $36,457	-447 Reduced 5.57%	7,575 $559,000
Q1 2020 May 14, 2020	SELL	$55.12 - $93.97 $1,543 - $2,631	-28 Reduced 0.35%	8,022 $518,000
Q2 2019 Aug 13, 2019	SELL	N/A	-754 Reduced 8.56%	8,050 $690,000
Q1 2019 May 03, 2019	SELL	N/A	-119 Reduced 1.33%	8,804 $753,000
Q2 2018 Aug 10, 2018	BUY	N/A	8,923 New	8,923 $775,000
Q1 2018 May 10, 2018	SELL	N/A	-9,018 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	9,018	9,018 $760,000

Others Institutions Holding AIVL

# of Institutions

131

Shares Held

1.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.7 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.58 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.7K
Shares

$8.9 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

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

33.8K
Shares

$3.69 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

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