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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.83K- 12.31% |
$732K - $797K
|
55.8K
$5.53M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.83K- 51.11% |
$639K - $695K
|
6.54K
$649K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 6.74% |
$292K - $317K
|
43.1K
$4.28M
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-2.63K- 14.37% |
$246K - $268K
|
15.7K
$1.55M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 10.82% |
$238K - $259K
|
21K
$2.08M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.92K- 10.07% |
$179K - $195K
|
17.1K
$1.7M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 17.54% |
$93.5K - $102K
|
4.7K
$466K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-966- 3.71% |
$90.4K - $98.3K
|
25.1K
$2.49M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-918- 2.84% |
$85.9K - $93.4K
|
31.4K
$3.12M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-840- 15.85% |
$78.6K - $85.5K
|
4.46K
$443K
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-816- 16.65% |
$76.3K - $83.1K
|
4.09K
$405K
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-792- 22.06% |
$74.1K - $80.6K
|
2.8K
$278K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-740- 43.22% |
$69.2K - $75.3K
|
972
$96.5K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-644- 4.43% |
$60.2K - $65.5K
|
13.9K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-579- 1.84% |
$54.2K - $58.9K
|
30.8K
$3.06M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-573- 8.86% |
$53.6K - $58.3K
|
5.89K
$585K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-556- 14.34% |
$52K - $56.6K
|
3.32K
$330K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-555- 5.75% |
$51.9K - $56.5K
|
9.09K
$902K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 18.08% |
$51.4K - $56K
|
2.49K
$247K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-504- 2.81% |
$47.1K - $51.3K
|
17.4K
$1.73M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-453- 9.32% |
$42.4K - $46.1K
|
4.41K
$437K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-375- 0.44% |
$35.1K - $38.2K
|
84.1K
$8.35M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-349- 90.18% |
$32.6K - $35.5K
|
38
$3.77K
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-237- 5.21% |
$22.2K - $24.1K
|
4.31K
$428K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-212- 8.34% |
$19.8K - $21.6K
|
2.33K
$231K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-186- 1.35% |
$17.4K - $18.9K
|
13.6K
$1.35M
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-164- 7.46% |
$15.3K - $16.7K
|
2.04K
$202K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-136- 1.54% |
$12.7K - $13.8K
|
8.72K
$865K
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-117- 0.57% |
$10.9K - $11.9K
|
20.2K
$2.01M
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 8.45% |
$9.35K - $10.2K
|
1.08K
$107K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-81- 3.53% |
$7.58K - $8.24K
|
2.21K
$220K
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-50- 0.63% |
$4.68K - $5.09K
|
7.92K
$786K
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-48- 5.97% |
$4.49K - $4.89K
|
756
$75K
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-40- 1.05% |
$3.74K - $4.07K
|
3.76K
$373K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15- 0.1% |
$1.4K - $1.53K
|
15.6K
$1.55M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 9.09% |
$187 - $204
|
20
$1.99K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 0.02% |
$93.5 - $102
|
5.52K
$548K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 71.78% |
$1.45M - $1.67M
|
6.84K
$679K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.25K- 15.17% |
$355K - $408K
|
23.7K
$2.36M
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.64KClosed |
$221K - $254K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.03K- 23.09% |
$85.6K - $98.6K
|
3.42K
$339K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 3.37% |
$78.6K - $90.5K
|
27K
$2.68M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-740- 25.19% |
$61.8K - $71.2K
|
2.2K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-468- 45.53% |
$39.1K - $45K
|
560
$55.6K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-400- 15.85% |
$33.4K - $38.5K
|
2.12K
$211K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-165- 1.0% |
$13.8K - $15.9K
|
16.3K
$1.62M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-139- 17.31% |
$11.6K - $13.4K
|
664
$65.9K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.53% |
$2.76K - $3.17K
|
6.2K
$615K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-12- 0.07% |
$1K - $1.15K
|
16.4K
$1.63M
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.01% |
$83.5 - $96.2
|
8.25K
$819K
|