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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-60- 0.45% |
$6.66K - $6.91K
|
13.3K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$111 - $115
|
4.18K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.67KNew |
$186K - $193K
|
1.67K
$189K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-220- 8.1% |
$24.4K - $25.3K
|
2.5K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22- 0.28% |
$2.44K - $2.53K
|
7.72K
$872K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 3.54% |
$125K - $129K
|
30.6K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-361- 1.38% |
$40.1K - $41.6K
|
25.8K
$2.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-633- 8.04% |
$70.3K - $72.9K
|
7.24K
$817K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-347- 5.9% |
$38.5K - $40K
|
5.53K
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-53- 0.21% |
$5.89K - $6.11K
|
24.7K
$2.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$999 - $1.04K
|
2.35K
$265K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-224- 1.54% |
$24.9K - $25.8K
|
14.3K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-420- 15.44% |
$46.6K - $48.4K
|
2.3K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.11% |
$222 - $230
|
1.85K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 19.35% |
$16.7K - $17.3K
|
625
$70.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.69K- 21.47% |
$747K - $870K
|
28.1K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.76K+ 58.87% |
$171K - $199K
|
4.74K
$535K
|
|
|
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
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.25K- 63.64% |
$510K - $594K
|
3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60- 0.45% |
$5.83K - $6.78K
|
13.2K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
362New |
$35.2K - $40.9K
|
362
$40.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-321- 10.04% |
$31.2K - $36.3K
|
2.88K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1KNew |
$1.18M - $1.37M
|
12.1K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-45- 9.47% |
$4.37K - $5.09K
|
430
$48.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
47+ 1.29% |
$4.57K - $5.31K
|
3.69K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-205- 10.04% |
$19.9K - $23.2K
|
1.84K
$207K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
226New |
$22K - $25.6K
|
226
$25.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.8% |
$5.05K - $5.88K
|
6.43K
$726K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-22- 1.07% |
$2.14K - $2.49K
|
2.03K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.54K+ 9.25% |
$733K - $852K
|
89K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-82- 3.96% |
$7.97K - $9.27K
|
1.99K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-470- 13.43% |
$45.7K - $53.1K
|
3.03K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 7.8% |
$4.86K - $5.65K
|
591
$66.8K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
226New |
$23.7K - $25.4K
|
226
$25.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.38K- 85.06% |
$250K - $268K
|
418
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 28.95% |
$13.8K - $14.9K
|
324
$36.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
275New |
$28.8K - $30.9K
|
275
$31.1K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.57KNew |
$374K - $401K
|
3.57K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
117New |
$12.3K - $13.2K
|
117
$13.2K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
117New |
$12.3K - $13.2K
|
117
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-95- 4.32% |
$9.96K - $10.7K
|
2.1K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-495- 13.29% |
$51.9K - $55.7K
|
3.23K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
357New |
$37.4K - $40.2K
|
357
$40.3K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-247- 33.29% |
$25.9K - $27.8K
|
495
$55.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-70- 36.84% |
$7.34K - $7.88K
|
120
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 1.92% |
$5.24K - $5.63K
|
2.55K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
253New |
$26.5K - $28.5K
|
253
$28.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-54- 15.79% |
$5.66K - $6.08K
|
288
$32.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253- 2.17% |
$26.5K - $28.5K
|
11.4K
$1.29M
|
|