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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 22.41% |
$2.07M - $2.4M
|
73.6K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 63.18% |
$1.13M - $1.32M
|
6.78K
$761K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8K- 47.83% |
$1.05M - $1.22M
|
11.8K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10.7K- 59.51% |
$1.04M - $1.21M
|
7.3K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.69K- 21.47% |
$747K - $870K
|
28.1K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.19K- 16.34% |
$602K - $700K
|
31.7K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.25K- 63.64% |
$510K - $594K
|
3K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.5K- 56.5% |
$437K - $508K
|
3.46K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.88K- 27.41% |
$280K - $325K
|
7.62K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 29.25% |
$216K - $251K
|
5.37K
$602K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 13.3% |
$173K - $201K
|
11.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.45K- 6.66% |
$141K - $164K
|
20.3K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-955- 20.35% |
$92.8K - $108K
|
3.74K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-887- 10.13% |
$86.2K - $100K
|
7.87K
$883K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-705- 5.0% |
$68.5K - $79.7K
|
13.4K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-470- 13.43% |
$45.7K - $53.1K
|
3.03K
$340K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-406- 2.71% |
$39.5K - $45.9K
|
14.6K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-356- 7.02% |
$34.6K - $40.2K
|
4.71K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-321- 10.04% |
$31.2K - $36.3K
|
2.88K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-258- 5.23% |
$25.1K - $29.2K
|
4.68K
$525K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-205- 10.04% |
$19.9K - $23.2K
|
1.84K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-150- 7.61% |
$14.6K - $17K
|
1.82K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-143- 0.54% |
$13.9K - $16.2K
|
26.1K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-103- 1.31% |
$10K - $11.6K
|
7.74K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-82- 1.9% |
$7.97K - $9.27K
|
4.23K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-82- 3.96% |
$7.97K - $9.27K
|
1.99K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-71- 0.29% |
$6.9K - $8.03K
|
24.8K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.06% |
$6.12K - $7.12K
|
5.88K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60- 0.45% |
$5.83K - $6.78K
|
13.2K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60- 1.54% |
$5.83K - $6.78K
|
3.84K
$431K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.8% |
$5.05K - $5.88K
|
6.43K
$722K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 7.8% |
$4.86K - $5.65K
|
591
$66.3K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-45- 9.47% |
$4.37K - $5.09K
|
430
$48.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-22- 1.07% |
$2.14K - $2.49K
|
2.03K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 1.47% |
$972 - $1.13K
|
672
$75.4K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.38K- 85.06% |
$250K - $268K
|
418
$46.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.12K- 6.3% |
$117K - $125K
|
16.6K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-495- 13.29% |
$51.9K - $55.7K
|
3.23K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253- 2.17% |
$26.5K - $28.5K
|
11.4K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-247- 33.29% |
$25.9K - $27.8K
|
495
$55.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 28.95% |
$13.8K - $14.9K
|
324
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-95- 4.32% |
$9.96K - $10.7K
|
2.1K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 23.94% |
$9.44K - $10.1K
|
286
$32.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-70- 36.84% |
$7.34K - $7.88K
|
120
$13.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-54- 15.79% |
$5.66K - $6.08K
|
288
$32.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 1.92% |
$5.24K - $5.63K
|
2.55K
$286K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 89.08% |
$424K - $459K
|
490
$55K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-942- 25.95% |
$99.9K - $108K
|
2.69K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-600- 10.47% |
$63.7K - $68.8K
|
5.13K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 2.57% |
$9.55K - $10.3K
|
3.41K
$382K
|
|