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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17+ 0.3% |
$1.05K - $1.39K
|
5.66K
$637K
|
|
|
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
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-59.3KClosed |
$3.27M - $5.57M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-10.7KClosed |
$589K - $1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.28KClosed |
$126K - $214K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-128Closed |
$7.06K - $12K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-529Closed |
$29.2K - $49.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-100Closed |
$5.51K - $9.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.38KClosed |
$131K - $223K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.33KClosed |
$128K - $219K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-8.6KClosed |
$474K - $808K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.65KClosed |
$256K - $437K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.68KClosed |
$258K - $439K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-185Closed |
$10.2K - $17.4K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-452KClosed |
$24.9M - $42.5M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.53KClosed |
$139K - $238K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.46KClosed |
$80.7K - $138K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-284Closed |
$15.7K - $26.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-16.1KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4Closed |
$337 - $371
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 09, 2023
Q3 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-55Closed |
$4.75K - $4.85K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.31KClosed |
$286K - $292K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-145Closed |
$12.5K - $12.8K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-150Closed |
$13K - $13.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-275Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-40.4KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.03KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-140Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.71KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-1.1K- 16.67% |
N/A
|
5.5K
$619K
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-337Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-32KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|