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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$87.8 - $93.5
|
214
$23.5K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
469+ 26.68% |
$41K - $46K
|
2.23K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
208New |
$18.2K - $20.4K
|
208
$22.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$8.75K - $9.8K
|
100
$11K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
58New |
$5.07K - $5.68K
|
58
$6.38K
|
|
| Q4 2022 | |||||||
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
9.18KNew |
$757K - $880K
|
9.18K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.1KNew |
$256K - $297K
|
3.1K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.38KNew |
$196K - $228K
|
2.38K
$261K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1KNew |
$82.5K - $95.9K
|
1K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
732+ 100.0% |
$60.4K - $70.2K
|
1.46K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
240New |
$19.8K - $23K
|
240
$26.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$16.5K - $19.2K
|
200
$22K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$16.5K - $19.2K
|
200
$22K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
27+ 2.87% |
$2.23K - $2.59K
|
967
$106K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.65KNew |
$134K - $162K
|
1.65K
$181K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$3.02K - $3.64K
|
37
$4.07K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.26% |
$163 - $197
|
780
$85.8K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
425New |
$36.6K - $42.9K
|
425
$46.7K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
300New |
$25.9K - $30.3K
|
300
$33K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
494New |
$46.2K - $50.6K
|
494
$54.3K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.4KNew |
$317K - $344K
|
3.4K
$374K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$187K - $202K
|
2K
$220K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
410+ 4.09% |
$38.2K - $41.5K
|
10.4K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$18.7K - $20.2K
|
200
$22K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.25KNew |
$775K - $820K
|
8.25K
$907K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
205New |
$19.3K - $20.4K
|
205
$22.5K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
52New |
$4.92K - $5.24K
|
52
$5.72K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.12KNew |
$445K - $521K
|
6.12K
$673K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
319New |
$23.2K - $27.2K
|
319
$35.1K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17+ 0.3% |
$1.05K - $1.39K
|
5.66K
$622K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
987+ 26.14% |
N/A
|
4.76K
$524K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$1.32M
|
|
| Q3 2017 | |||||||
|
Oct 05, 2017
Q3 2017
|
Amarillo National Bank
|
BUY
|
- |
7.03KNew |
N/A
|
7.03K
$773K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$110
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
N/A
|
200
$22K
|
|
| Q4 2016 | |||||||
|
Sep 15, 2017
Q4 2016
|
Assetmark, Inc
|
BUY
|
- |
67New |
N/A
|
67
$7.37K
|
|
| Q1 2016 | |||||||
|
Sep 07, 2021
Q1 2016
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
N/A
|
250
$27.5K
|
|