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 |
---|---|---|---|---|---|---|---|
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
|
Allworth Financial LP
|
SELL
|
- |
-35- 5.27% |
$3.38K - $3.59K
|
629
$69.5K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.46K+ 17.1% |
$141K - $150K
|
9.97K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-95- 0.61% |
$9.17K - $9.76K
|
15.5K
$1.71M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.29K- 8.22% |
$124K - $132K
|
14.4K
$1.59M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 8.06% |
$136K - $144K
|
16K
$1.77M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$12.3K - $13K
|
127
$14K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-474- 0.56% |
$45.8K - $48.7K
|
83.6K
$9.24M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.31% |
$21.2K - $22.6K
|
863
$95.3K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 29.02% |
$2.17M - $2.36M
|
103K
$11.4M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-116- 0.78% |
$10.9K - $11.8K
|
14.8K
$1.63M
|
|
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
$260K
|
|
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
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-48- 5.97% |
$4.49K - $4.89K
|
756
$83.5K
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.3KNew |
$215K - $234K
|
2.3K
$254K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27+ 0.49% |
$2.53K - $2.75K
|
5.54K
$612K
|
|
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 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$192K - $209K
|
2.06K
$227K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 18.08% |
$51.4K - $56K
|
2.49K
$275K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4K+ 30769.23% |
$374K - $407K
|
4.01K
$443K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 17.54% |
$93.5K - $102K
|
4.7K
$519K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.8KNew |
$262K - $285K
|
2.8K
$309K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.06% |
$655 - $712
|
11.3K
$1.24M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-136- 1.54% |
$12.7K - $13.8K
|
8.72K
$963K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.97KNew |
$184K - $200K
|
1.97K
$218K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 9.09% |
$187 - $204
|
20
$2.21K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.57K+ 27.0% |
$240K - $262K
|
12.1K
$1.34M
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
775New |
$72.5K - $78.9K
|
775
$85.6K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-840- 15.85% |
$78.6K - $85.5K
|
4.46K
$493K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-349- 90.18% |
$32.6K - $35.5K
|
38
$4.2K
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-816- 16.65% |
$76.3K - $83.1K
|
4.09K
$451K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-81- 3.53% |
$7.58K - $8.24K
|
2.21K
$244K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$16.7K - $19.2K
|
200
$22.1K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.64KClosed |
$221K - $254K
|
0
$0
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
194+ 19400.0% |
$16.2K - $18.7K
|
195
$21.5K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133New |
$11.1K - $12.8K
|
133
$14.7K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-468- 45.53% |
$39.1K - $45K
|
560
$61.9K
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.01% |
$83.5 - $96.2
|
8.25K
$911K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 71.78% |
$1.45M - $1.67M
|
6.84K
$756K
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.03K- 23.09% |
$85.6K - $98.6K
|
3.42K
$377K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.06KNew |
$674K - $776K
|
8.06K
$891K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-740- 25.19% |
$61.8K - $71.2K
|
2.2K
$243K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 3.37% |
$78.6K - $90.5K
|
27K
$2.98M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11+ 0.21% |
$919 - $1.06K
|
5.27K
$582K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-400- 15.85% |
$33.4K - $38.5K
|
2.12K
$235K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.53% |
$2.76K - $3.17K
|
6.2K
$685K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
43.6KNew |
$3.64M - $4.19M
|
43.6K
$4.81M
|