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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.52% |
$2.17K - $2.45K
|
4.28K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.01% |
$98.9 - $111
|
8.25K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
808+ 10.91% |
$79.9K - $89.9K
|
8.22K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-178- 0.86% |
$17.6K - $19.8K
|
20.6K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77New |
$7.61K - $8.57K
|
77
$8.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-156- 1.85% |
$15.4K - $17.4K
|
8.29K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
605+ 4.85% |
$59.8K - $67.3K
|
13.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266+ 83.39% |
$26.3K - $29.6K
|
585
$64.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3- 0.08% |
$297 - $334
|
3.95K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
300New |
$29.7K - $33.4K
|
300
$33.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-240- 3.05% |
$23.7K - $26.7K
|
7.62K
$842K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.6% |
$3.86K - $4.34K
|
6.47K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623+ 1.49% |
$61.6K - $69.3K
|
42.4K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
470+ 3.15% |
$46.5K - $52.3K
|
15.4K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-566- 3.13% |
$55.9K - $63K
|
17.5K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-189- 0.76% |
$18.7K - $21K
|
24.8K
$2.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 11.64% |
$64.3K - $72.3K
|
4.94K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
460+ 0.53% |
$45.5K - $51.2K
|
87.9K
$9.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52- 0.98% |
$5.14K - $5.79K
|
5.24K
$579K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
529New |
$52.3K - $58.9K
|
529
$58.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.84KNew |
$182K - $205K
|
1.84K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.21K+ 10.01% |
$120K - $135K
|
13.3K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-649- 6.51% |
$64.2K - $72.2K
|
9.32K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.38K- 17.9% |
$730K - $822K
|
33.8K
$3.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11KNew |
$209K - $235K
|
2.11K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
101+ 0.7% |
$9.98K - $11.2K
|
14.5K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-510- 11.43% |
$50.4K - $56.8K
|
3.95K
$436K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-16- 12.03% |
$1.54K - $1.64K
|
117
$12.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 66.67% |
$19.3K - $20.5K
|
100
$11K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.64% |
$193 - $205
|
315
$34.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-852- 38.43% |
$82.3K - $87.5K
|
1.37K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
973New |
$93.9K - $99.9K
|
973
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 30.77% |
$9.66K - $10.3K
|
225
$24.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.5K- 39.95% |
$145K - $154K
|
2.26K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
905New |
$87.4K - $93K
|
905
$100K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
241New |
$23.3K - $24.8K
|
241
$26.6K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-17.4K- 85.85% |
$1.68M - $1.78M
|
2.86K
$316K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33+ 1.39% |
$3.19K - $3.39K
|
2.4K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
475New |
$45.9K - $48.8K
|
475
$52.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$12.3K - $13K
|
127
$14K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
340New |
$31.8K - $34.6K
|
340
$37.6K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$220K - $239K
|
2.35K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-792- 22.06% |
$74.1K - $80.6K
|
2.8K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.65KNew |
$342K - $372K
|
3.65K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.92K- 10.07% |
$179K - $195K
|
17.1K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27+ 0.49% |
$2.53K - $2.75K
|
5.54K
$612K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$192K - $209K
|
2.06K
$227K
|
|