Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-887- 10.13% |
$86.2K - $100K
|
7.87K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-705- 5.0% |
$68.5K - $79.7K
|
13.4K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-470- 13.43% |
$45.7K - $53.1K
|
3.03K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-150- 7.61% |
$14.6K - $17K
|
1.82K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-82- 3.96% |
$7.97K - $9.27K
|
1.99K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.06% |
$6.12K - $7.12K
|
5.88K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 7.8% |
$4.86K - $5.65K
|
591
$67.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-22- 1.07% |
$2.14K - $2.49K
|
2.03K
$231K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.8K- 17.41% |
$399K - $428K
|
18K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.65K- 55.05% |
$383K - $411K
|
2.98K
$340K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.38K- 85.06% |
$250K - $268K
|
418
$47.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 28.62% |
$229K - $245K
|
5.44K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.16K- 10.48% |
$226K - $243K
|
18.4K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.14K- 8.67% |
$225K - $241K
|
22.6K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.08K- 41.84% |
$218K - $234K
|
2.89K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.93K- 2.0% |
$203K - $218K
|
94.8K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.65K- 10.96% |
$173K - $185K
|
13.4K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.33K- 30.5% |
$139K - $150K
|
3.03K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.12K- 6.3% |
$117K - $125K
|
16.6K
$1.89M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-649- 48.98% |
$68.1K - $73K
|
676
$77K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-602- 40.62% |
$63.1K - $67.7K
|
880
$100K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-495- 13.29% |
$51.9K - $55.7K
|
3.23K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-435- 2.78% |
$45.6K - $49K
|
15.2K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-321- 9.13% |
$33.7K - $36.1K
|
3.2K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-273- 1.24% |
$28.6K - $30.7K
|
21.7K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-255- 1.68% |
$26.7K - $28.7K
|
15K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253- 2.17% |
$26.5K - $28.5K
|
11.4K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-253- 1.01% |
$26.5K - $28.5K
|
24.9K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-247- 33.29% |
$25.9K - $27.8K
|
495
$56.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-245- 6.3% |
$25.7K - $27.6K
|
3.64K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-216- 9.57% |
$22.7K - $24.3K
|
2.04K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-175- 1.36% |
$18.4K - $19.7K
|
12.7K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 28.95% |
$13.8K - $14.9K
|
324
$36.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-96- 0.44% |
$10.1K - $10.8K
|
21.6K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-95- 4.32% |
$9.96K - $10.7K
|
2.1K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 23.94% |
$9.44K - $10.1K
|
286
$32.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75- 1.46% |
$7.87K - $8.44K
|
5.07K
$577K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-74- 0.28% |
$7.76K - $8.33K
|
26.3K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-70- 36.84% |
$7.34K - $7.88K
|
120
$13.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-54- 15.79% |
$5.66K - $6.08K
|
288
$32.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 1.92% |
$5.24K - $5.63K
|
2.55K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-27- 0.69% |
$2.83K - $3.04K
|
3.9K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25- 3.54% |
$2.62K - $2.81K
|
682
$77.7K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.35% |
$1.57K - $1.69K
|
4.31K
$491K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 89.08% |
$424K - $459K
|
490
$55.8K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.68K- 35.28% |
$284K - $307K
|
4.91K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-942- 25.95% |
$99.9K - $108K
|
2.69K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-600- 10.47% |
$63.7K - $68.8K
|
5.13K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 2.57% |
$9.55K - $10.3K
|
3.41K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 1.19% |
$6.37K - $6.88K
|
4.97K
$566K
|
|