Latest Institutional Transactions on Wisdomtree U.S. Ai Enhanced Va (AIVL)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Ai Enhanced Va (AIVL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-802- 16.1% |
$85.1K - $92K
|
4.18K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-600- 10.47% |
$63.7K - $68.8K
|
5.13K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
105New |
$11.1K - $12K
|
105
$11.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
23+ 0.26% |
$2.44K - $2.64K
|
8.74K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 42.96% |
$189K - $205K
|
5.94K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-942- 25.95% |
$99.9K - $108K
|
2.69K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-126- 3.11% |
$13.4K - $14.4K
|
3.93K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-927- 5.76% |
$98.4K - $106K
|
15.2K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 3.55% |
$42.4K - $45.9K
|
11.7K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$2.66M - $2.88M
|
25.1K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 2.57% |
$9.55K - $10.3K
|
3.41K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.81K- 2.17% |
$192K - $208K
|
81.7K
$9.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$58.4K - $63.1K
|
550
$61K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-222- 25.72% |
$23.6K - $25.5K
|
641
$71.1K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-92- 12.52% |
$9.09K - $10.2K
|
643
$71.4K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
476+ 11.86% |
$47.1K - $53K
|
4.49K
$498K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
150New |
$14.8K - $16.7K
|
150
$16.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.81KNew |
$178K - $201K
|
1.81K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-606- 21.26% |
$59.9K - $67.4K
|
2.24K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
830+ 25.55% |
$82K - $92.4K
|
4.08K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-456- 8.31% |
$45.1K - $50.8K
|
5.03K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234+ 105.41% |
$23.1K - $26K
|
456
$50.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-219- 19.89% |
$21.6K - $24.4K
|
882
$97.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$98.9 - $111
|
5.11K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88- 15.71% |
$8.7K - $9.79K
|
472
$52.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.27K- 4.19% |
$422K - $475K
|
97.8K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$198K - $223K
|
2K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-119- 0.45% |
$11.8K - $13.2K
|
26.5K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.83K+ 27.54% |
$477K - $537K
|
22.4K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
15.7K+ 196.63% |
$1.55M - $1.75M
|
23.7K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$1.13M - $1.27M
|
11.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-14- 1.85% |
$1.38K - $1.56K
|
742
$82.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16+ 0.12% |
$1.58K - $1.78K
|
13.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 10.27% |
$103K - $116K
|
9.08K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.1K- 24.72% |
$108K - $122K
|
3.34K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-293- 29.3% |
$29K - $32.6K
|
707
$78.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.52% |
$2.17K - $2.45K
|
4.28K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.01% |
$98.9 - $111
|
8.25K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
808+ 10.91% |
$79.9K - $89.9K
|
8.22K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-178- 0.86% |
$17.6K - $19.8K
|
20.6K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
353+ 10.83% |
$34.9K - $39.3K
|
3.61K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77New |
$7.61K - $8.57K
|
77
$8.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-156- 1.85% |
$15.4K - $17.4K
|
8.29K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
605+ 4.85% |
$59.8K - $67.3K
|
13.1K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266+ 83.39% |
$26.3K - $29.6K
|
585
$64.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3- 0.08% |
$297 - $334
|
3.95K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.3% |
$1.48K - $1.67K
|
4.95K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623+ 1.49% |
$61.6K - $69.3K
|
42.4K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.6% |
$3.86K - $4.34K
|
6.47K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-240- 3.05% |
$23.7K - $26.7K
|
7.62K
$846K
|
|