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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 70.32% |
$1.67M - $1.8M
|
6.64K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.9K- 8.01% |
$202K - $218K
|
21.8K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 1.91% |
$10.6K - $11.5K
|
5.14K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-791- 15.47% |
$83.9K - $90.7K
|
4.32K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
315+ 66.74% |
$33.4K - $36.1K
|
787
$88.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
17.7KNew |
$1.88M - $2.03M
|
17.7K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
600+ 68.03% |
$63.7K - $68.8K
|
1.48K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 0.38% |
$10.6K - $11.5K
|
26.4K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-323- 2.38% |
$34.3K - $37K
|
13.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70- 0.34% |
$7.43K - $8.03K
|
20.6K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02K- 1.04% |
$108K - $116K
|
96.8K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-346- 2.25% |
$36.7K - $39.7K
|
15K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
506+ 0.58% |
$53.7K - $58K
|
88.4K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
190New |
$20.2K - $21.8K
|
190
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-465- 5.61% |
$49.3K - $53.3K
|
7.83K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 1.19% |
$6.37K - $6.88K
|
4.97K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.94K+ 72.03% |
$312K - $337K
|
7.02K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.5K- 8.76% |
$159K - $172K
|
15.6K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-595- 7.24% |
$63.1K - $68.2K
|
7.62K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-169- 4.27% |
$17.9K - $19.4K
|
3.79K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
289+ 12.88% |
$30.7K - $33.1K
|
2.53K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$106 - $115
|
4.28K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75- 0.3% |
$7.96K - $8.6K
|
24.7K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-256- 2.82% |
$27.2K - $29.4K
|
8.82K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-170- 1.3% |
$18K - $19.5K
|
12.9K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 89.08% |
$424K - $459K
|
490
$55.1K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
475New |
$50.4K - $54.5K
|
475
$53.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74- 96.1% |
$7.85K - $8.48K
|
3
$338
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.72K- 8.76% |
$394K - $426K
|
38.7K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 30.76% |
$109K - $118K
|
4.36K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.01% |
$531 - $573
|
33.9K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 28.67% |
$110K - $119K
|
4.65K
$523K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22KNew |
$2.33M - $2.52M
|
22K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.73KNew |
$395K - $427K
|
3.73K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 0.34% |
$212 - $229
|
587
$66.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-247- 5.97% |
$26.2K - $28.3K
|
3.89K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17+ 0.34% |
$1.8K - $1.95K
|
4.97K
$559K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
387+ 17.49% |
$41.1K - $44.4K
|
2.6K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-113- 0.52% |
$12K - $13K
|
21.7K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-47- 2.17% |
$4.99K - $5.39K
|
2.12K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-33- 1.21% |
$3.5K - $3.78K
|
2.7K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
57New |
$6.05K - $6.54K
|
57
$6.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$106 - $115
|
2.26K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-287- 45.63% |
$30.5K - $32.9K
|
342
$38.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-972- 3.56% |
$103K - $111K
|
26.3K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
12+ 0.58% |
$1.27K - $1.38K
|
2.07K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12- 0.08% |
$1.27K - $1.38K
|
15.2K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.32KNew |
$246K - $266K
|
2.32K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-600- 10.47% |
$63.7K - $68.8K
|
5.13K
$577K
|