Latest Institutional Purchases of Wisdomtree U.S. Ai Enhanced Va (AIVL)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Ai Enhanced Va (AIVL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
15.7K+ 196.63% |
$1.55M - $1.75M
|
23.7K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$1.13M - $1.27M
|
11.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.83K+ 27.54% |
$477K - $537K
|
22.4K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$411K - $463K
|
4.16K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.34K+ 88.46% |
$231K - $260K
|
4.98K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11KNew |
$209K - $235K
|
2.11K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$198K - $223K
|
2K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$219K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.84KNew |
$182K - $205K
|
1.84K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.81KNew |
$178K - $201K
|
1.81K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.21K+ 10.01% |
$120K - $135K
|
13.3K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
830+ 25.55% |
$82K - $92.4K
|
4.08K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
808+ 10.91% |
$79.9K - $89.9K
|
8.22K
$914K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
655+ 19.26% |
$64.7K - $72.9K
|
4.06K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623+ 1.49% |
$61.6K - $69.3K
|
42.4K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
605+ 4.85% |
$59.8K - $67.3K
|
13.1K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
529New |
$52.3K - $58.9K
|
529
$58.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
476+ 11.86% |
$47.1K - $53K
|
4.49K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
470+ 3.15% |
$46.5K - $52.3K
|
15.4K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
460+ 0.53% |
$45.5K - $51.2K
|
87.9K
$9.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
353+ 10.83% |
$34.9K - $39.3K
|
3.61K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
300New |
$29.7K - $33.4K
|
300
$33.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
296+ 1.38% |
$29.3K - $32.9K
|
21.8K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266+ 83.39% |
$26.3K - $29.6K
|
585
$65.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234+ 105.41% |
$23.1K - $26K
|
456
$50.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
150New |
$14.8K - $16.7K
|
150
$16.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
101+ 0.7% |
$9.98K - $11.2K
|
14.5K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77New |
$7.61K - $8.57K
|
77
$8.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.52% |
$2.17K - $2.45K
|
4.28K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16+ 0.12% |
$1.58K - $1.78K
|
13.6K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.3% |
$1.48K - $1.67K
|
4.95K
$551K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
10+ 0.49% |
$989 - $1.11K
|
2.06K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$98.9 - $111
|
5.11K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.01% |
$98.9 - $111
|
8.25K
$918K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$98.9 - $111
|
2.26K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
973New |
$93.9K - $99.9K
|
973
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
905New |
$87.4K - $93K
|
905
$101K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
475New |
$45.9K - $48.8K
|
475
$52.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
241New |
$23.3K - $24.8K
|
241
$26.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$12.3K - $13K
|
127
$14.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33+ 1.39% |
$3.19K - $3.39K
|
2.4K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.64% |
$193 - $205
|
315
$35K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.65KNew |
$342K - $372K
|
3.65K
$406K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.8KNew |
$262K - $285K
|
2.8K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$220K - $239K
|
2.35K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$192K - $209K
|
2.06K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
775New |
$72.5K - $78.9K
|
775
$86.2K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
340New |
$31.8K - $34.6K
|
340
$37.8K
|
|