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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.42% |
$1.17K - $1.36K
|
2.9K
$326K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 22.41% |
$2.07M - $2.4M
|
73.6K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-955- 20.35% |
$92.8K - $108K
|
3.74K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.88K- 27.41% |
$280K - $325K
|
7.62K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10.7K- 59.51% |
$1.04M - $1.21M
|
7.3K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 14.79% |
$127K - $148K
|
10.2K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.69K- 21.47% |
$747K - $870K
|
28.1K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 63.18% |
$1.13M - $1.32M
|
6.78K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2+ 0.08% |
$194 - $226
|
2.54K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.76K+ 58.87% |
$171K - $199K
|
4.74K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.25K- 63.64% |
$510K - $594K
|
3K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.95KNew |
$190K - $221K
|
1.95K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-82- 1.9% |
$7.97K - $9.27K
|
4.23K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.45K- 6.66% |
$141K - $164K
|
20.3K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60- 0.45% |
$5.83K - $6.78K
|
13.2K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.5K- 56.5% |
$437K - $508K
|
3.46K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.19K+ 39.23% |
$116K - $134K
|
4.22K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.64K+ 413.86% |
$354K - $412K
|
4.52K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.56K+ 23.4% |
$345K - $402K
|
18.8K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.25KNew |
$607K - $706K
|
6.25K
$701K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 10.8% |
$7.09K - $8.25K
|
749
$84K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 29.25% |
$216K - $251K
|
5.37K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-103- 1.31% |
$10K - $11.6K
|
7.74K
$869K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
368+ 0.41% |
$35.8K - $41.6K
|
89.1K
$9.99M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.28KNew |
$221K - $258K
|
2.28K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
40+ 0.19% |
$3.89K - $4.52K
|
21.6K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
362New |
$35.2K - $40.9K
|
362
$40.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
470+ 1.17% |
$45.7K - $53.1K
|
40.5K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1KNew |
$1.18M - $1.37M
|
12.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-321- 10.04% |
$31.2K - $36.3K
|
2.88K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 7.0% |
$15.5K - $18K
|
2.43K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
10+ 0.08% |
$972 - $1.13K
|
12.7K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 3.07% |
$16.2K - $18.9K
|
5.61K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-258- 5.23% |
$25.1K - $29.2K
|
4.68K
$525K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$97.2 - $113
|
3.8K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-45- 9.47% |
$4.37K - $5.09K
|
430
$48.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
47+ 1.29% |
$4.57K - $5.31K
|
3.69K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.19K- 16.34% |
$602K - $700K
|
31.7K
$3.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 13.3% |
$173K - $201K
|
11.6K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-205- 10.04% |
$19.9K - $23.2K
|
1.84K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 1.47% |
$972 - $1.13K
|
672
$75.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.86K+ 9.85% |
$181K - $210K
|
20.7K
$2.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
226New |
$22K - $25.6K
|
226
$25.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-356- 7.02% |
$34.6K - $40.2K
|
4.71K
$529K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8K- 47.83% |
$1.05M - $1.22M
|
11.8K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.16% |
$292 - $339
|
1.85K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.41% |
$1.07K - $1.24K
|
2.72K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-143- 0.54% |
$13.9K - $16.2K
|
26.1K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.8% |
$5.05K - $5.88K
|
6.43K
$722K
|