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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 8.38% |
$9.98K - $10.8K
|
1.17K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-667Closed |
$62.2K - $67.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.92KClosed |
$832K - $902K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-28Closed |
$2.61K - $2.83K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-467- 15.23% |
$43.6K - $47.2K
|
2.6K
$283K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$18.7K - $20.2K
|
200
$21.8K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
410+ 4.09% |
$38.2K - $41.5K
|
10.4K
$1.14M
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.25KNew |
$775K - $820K
|
8.25K
$898K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-114- 2.77% |
$10.7K - $11.3K
|
4K
$435K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
205New |
$19.3K - $20.4K
|
205
$22.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.52KClosed |
$143K - $151K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-221Closed |
$20.8K - $22K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.23KClosed |
$211K - $225K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.15KClosed |
$204K - $217K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$4.92K - $5.24K
|
52
$5.66K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-302Closed |
$28.6K - $30.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-96Closed |
$9.08K - $9.68K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.99KClosed |
$282K - $301K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-40.4KClosed |
$3.82M - $4.07M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-457Closed |
$43.2K - $46.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-353Closed |
$29.2K - $33.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-608Closed |
$50.2K - $57.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.35KClosed |
$194K - $223K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.96KClosed |
$410K - $470K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-5KClosed |
$413K - $474K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.12KClosed |
$92.9K - $107K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
319New |
$23.2K - $27.2K
|
319
$34.7K
|
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-204Closed |
$14.8K - $17.4K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.7KClosed |
$1.07M - $1.26M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Nvwm, LLC
|
SELL
|
- |
-46Closed |
$3.35K - $3.92K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.12KNew |
$445K - $521K
|
6.12K
$666K
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
SELL
|
- |
-1KClosed |
$72.8K - $85.2K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.98KClosed |
$290K - $339K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-100Closed |
$7.28K - $8.52K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$983K - $1.08M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-105Closed |
$7.54K - $8.29K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-12.8KClosed |
$916K - $1.01M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$18K - $19.7K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$14.4K - $15.8K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.5KClosed |
$2.62M - $2.88M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-786Closed |
$56.4K - $62K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5Closed |
$359 - $395
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42Closed |
$3.02K - $3.32K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.79KClosed |
$272K - $299K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17+ 0.3% |
$1.05K - $1.39K
|
5.66K
$616K
|
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-15Closed |
$922 - $1.22K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.45KClosed |
$335K - $444K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-7.03KClosed |
$432K - $574K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.83KClosed |
$236K - $312K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-121Closed |
$7.44K - $9.87K
|
0
$0
|
|