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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2018
Q2 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-327Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.07K- 30.47% |
N/A
|
2.44K
$270K
|
|
|
Jul 30, 2018
Q2 2018
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-23.4KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.27KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
|
May 16, 2018
Q1 2018
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.93KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Cutler Group LP
|
SELL
|
CALL |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.31KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Sol Capital Management CO
|
SELL
|
- |
-3.31KClosed |
N/A
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.79KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
May 07, 2020
Q4 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-132Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.19KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$111
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
|
Oct 05, 2017
Q3 2017
|
Amarillo National Bank
|
BUY
|
- |
7.03KNew |
N/A
|
7.03K
$780K
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
N/A
|
200
$22.2K
|
|
| Q4 2016 | |||||||
|
Sep 15, 2017
Q4 2016
|
Assetmark, Inc
|
BUY
|
- |
67New |
N/A
|
67
$7.43K
|
|
| Q1 2016 | |||||||
|
Sep 07, 2021
Q1 2016
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
N/A
|
250
$27.7K
|
|