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 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 63.05% |
$135K - $144K
|
900
$101K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-380Closed |
$33.2K - $37.2K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
469+ 26.68% |
$41K - $46K
|
2.23K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 60.85% |
$101K - $113K
|
740
$83.3K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-300- 3.76% |
$26.2K - $29.4K
|
7.68K
$864K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
58New |
$5.07K - $5.68K
|
58
$6.53K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
208New |
$18.2K - $20.4K
|
208
$23.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$8.75K - $9.8K
|
100
$11.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.02K- 13.12% |
$88.8K - $99.5K
|
6.72K
$757K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-30- 7.32% |
$2.62K - $2.94K
|
380
$42.8K
|
|
| Q4 2022 | |||||||
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
9.18KNew |
$757K - $880K
|
9.18K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-74- 50.0% |
$6.1K - $7.09K
|
74
$8.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
732+ 100.0% |
$60.4K - $70.2K
|
1.46K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.38KNew |
$196K - $228K
|
2.38K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
240New |
$19.8K - $23K
|
240
$27K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1KNew |
$82.5K - $95.9K
|
1K
$113K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$16.5K - $19.2K
|
200
$22.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-58- 0.46% |
$4.78K - $5.56K
|
12.6K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
27+ 2.87% |
$2.23K - $2.59K
|
967
$109K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.8K- 40.14% |
$148K - $172K
|
2.68K
$301K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$16.5K - $19.2K
|
200
$22.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.1KNew |
$256K - $297K
|
3.1K
$349K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.65KNew |
$134K - $162K
|
1.65K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-184- 37.94% |
$15K - $18.1K
|
301
$33.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.13K- 59.43% |
$91.8K - $111K
|
768
$86.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$3.02K - $3.64K
|
37
$4.16K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.26% |
$163 - $197
|
780
$87.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-65- 2.33% |
$5.31K - $6.39K
|
2.72K
$306K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 9.51% |
$2.04K - $2.46K
|
238
$26.8K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
300New |
$25.9K - $30.3K
|
300
$33.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.67K- 31.3% |
$489K - $572K
|
12.4K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-432Closed |
$37.2K - $43.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-99- 3.97% |
$8.53K - $9.99K
|
2.4K
$269K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-234Closed |
$20.2K - $23.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
425New |
$36.6K - $42.9K
|
425
$47.8K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.08KClosed |
$179K - $209K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-300Closed |
$25.9K - $30.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.04KClosed |
$176K - $206K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.26KClosed |
$195K - $228K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-107- 3.37% |
$9.22K - $10.8K
|
3.07K
$346K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-2.03KClosed |
$175K - $205K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-282Closed |
$24.3K - $28.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-939Closed |
$80.9K - $94.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.11KClosed |
$853K - $933K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$46.8K - $51.2K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$93.6 - $102
|
2.56K
$287K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-293Closed |
$27.4K - $30K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.53KClosed |
$705K - $771K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-37- 37.0% |
$3.46K - $3.79K
|
63
$7.09K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-28Closed |
$2.62K - $2.87K
|
0
$0
|
|