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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.38K- 17.9% |
$730K - $822K
|
33.8K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.27K- 4.19% |
$422K - $475K
|
97.8K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.29K- 10.75% |
$325K - $366K
|
27.3K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.1K- 24.72% |
$108K - $122K
|
3.34K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 10.27% |
$103K - $116K
|
9.08K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 11.64% |
$64.3K - $72.3K
|
4.94K
$549K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-649- 6.51% |
$64.2K - $72.2K
|
9.32K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-636- 14.91% |
$62.9K - $70.8K
|
3.63K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-606- 21.26% |
$59.9K - $67.4K
|
2.24K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-566- 3.13% |
$55.9K - $63K
|
17.5K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-510- 11.43% |
$50.4K - $56.8K
|
3.95K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-456- 8.31% |
$45.1K - $50.8K
|
5.03K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-293- 29.3% |
$29K - $32.6K
|
707
$78.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-279- 7.39% |
$27.6K - $31.1K
|
3.5K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-241- 1.56% |
$23.8K - $26.8K
|
15.2K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-240- 3.05% |
$23.7K - $26.7K
|
7.62K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-219- 19.89% |
$21.6K - $24.4K
|
882
$98.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-189- 0.76% |
$18.7K - $21K
|
24.8K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-178- 0.86% |
$17.6K - $19.8K
|
20.6K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-156- 1.85% |
$15.4K - $17.4K
|
8.29K
$923K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-150- 3.5% |
$14.8K - $16.7K
|
4.14K
$460K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-123- 0.15% |
$12.2K - $13.7K
|
83.5K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-119- 0.45% |
$11.8K - $13.2K
|
26.5K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88- 15.71% |
$8.7K - $9.79K
|
472
$52.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52- 0.98% |
$5.14K - $5.79K
|
5.24K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-48- 1.73% |
$4.74K - $5.34K
|
2.73K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.6% |
$3.86K - $4.34K
|
6.47K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-14- 1.85% |
$1.38K - $1.56K
|
742
$82.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3- 0.08% |
$297 - $334
|
3.95K
$440K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3- 0.14% |
$297 - $334
|
2.17K
$241K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-17.4K- 85.85% |
$1.68M - $1.78M
|
2.86K
$319K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.5K- 39.95% |
$145K - $154K
|
2.26K
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 8.06% |
$136K - $144K
|
16K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-852- 38.43% |
$82.3K - $87.5K
|
1.37K
$152K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.31% |
$21.2K - $22.6K
|
863
$96K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 66.67% |
$19.3K - $20.5K
|
100
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 30.77% |
$9.66K - $10.3K
|
225
$25K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-35- 5.27% |
$3.38K - $3.59K
|
629
$70K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-16- 12.03% |
$1.54K - $1.64K
|
117
$13K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.92K- 10.07% |
$179K - $195K
|
17.1K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 17.54% |
$93.5K - $102K
|
4.7K
$523K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-816- 16.65% |
$76.3K - $83.1K
|
4.09K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-792- 22.06% |
$74.1K - $80.6K
|
2.8K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 18.08% |
$51.4K - $56K
|
2.49K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-349- 90.18% |
$32.6K - $35.5K
|
38
$4.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-136- 1.54% |
$12.7K - $13.8K
|
8.72K
$969K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-81- 3.53% |
$7.58K - $8.24K
|
2.21K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 9.09% |
$187 - $204
|
20
$2.22K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.03K- 23.09% |
$85.6K - $98.6K
|
3.42K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 3.37% |
$78.6K - $90.5K
|
27K
$3M
|
|