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 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.2K- 45.14% |
$2.43M - $2.59M
|
30.6K
$3.38M
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-17.4K- 85.85% |
$1.68M - $1.78M
|
2.86K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-15.7K- 66.29% |
$1.52M - $1.62M
|
8K
$884K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 76.55% |
$1.03M - $1.09M
|
3.26K
$360K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.18K- 13.56% |
$403K - $429K
|
26.6K
$2.94M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.38K- 50.99% |
$326K - $347K
|
3.25K
$359K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.58K- 39.46% |
$249K - $265K
|
3.96K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.16K- 17.59% |
$208K - $222K
|
10.1K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.92K- 4.44% |
$185K - $197K
|
41.2K
$4.56M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 19.45% |
$173K - $184K
|
7.41K
$818K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 36.72% |
$148K - $158K
|
2.64K
$292K
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.5K- 39.95% |
$145K - $154K
|
2.26K
$249K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 8.06% |
$136K - $144K
|
16K
$1.77M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.29K- 8.22% |
$124K - $132K
|
14.4K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-852- 38.43% |
$82.3K - $87.5K
|
1.37K
$151K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-643- 7.07% |
$62.1K - $66K
|
8.45K
$933K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-599- 10.16% |
$57.8K - $61.5K
|
5.3K
$585K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-523- 7.44% |
$50.5K - $53.7K
|
6.51K
$719K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-514- 9.14% |
$49.6K - $52.8K
|
5.11K
$565K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-474- 0.56% |
$45.8K - $48.7K
|
83.6K
$9.24M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.31% |
$21.2K - $22.6K
|
863
$95.3K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 66.67% |
$19.3K - $20.5K
|
100
$11K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-162- 6.95% |
$15.6K - $16.6K
|
2.17K
$240K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-143- 4.78% |
$13.8K - $14.7K
|
2.85K
$315K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-140- 3.18% |
$13.5K - $14.4K
|
4.27K
$471K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-136- 0.65% |
$13.1K - $14K
|
20.8K
$2.3M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-134- 0.53% |
$12.9K - $13.8K
|
25K
$2.76M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 30.77% |
$9.66K - $10.3K
|
225
$24.9K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-95- 0.61% |
$9.17K - $9.76K
|
15.5K
$1.71M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-67- 0.37% |
$6.47K - $6.88K
|
18.1K
$2M
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-57- 0.72% |
$5.5K - $5.85K
|
7.86K
$869K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-35- 5.27% |
$3.38K - $3.59K
|
629
$69.5K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33- 0.6% |
$3.19K - $3.39K
|
5.49K
$606K
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-29- 0.67% |
$2.8K - $2.98K
|
4.29K
$473K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-24- 0.86% |
$2.32K - $2.47K
|
2.78K
$307K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-16- 12.03% |
$1.54K - $1.64K
|
117
$12.9K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 3.9% |
$869 - $924
|
222
$24.5K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 0.06% |
$772 - $822
|
13.6K
$1.5M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.92K- 10.07% |
$179K - $195K
|
17.1K
$1.89M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 17.54% |
$93.5K - $102K
|
4.7K
$519K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-840- 15.85% |
$78.6K - $85.5K
|
4.46K
$493K
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-816- 16.65% |
$76.3K - $83.1K
|
4.09K
$451K
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-792- 22.06% |
$74.1K - $80.6K
|
2.8K
$309K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 18.08% |
$51.4K - $56K
|
2.49K
$275K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-349- 90.18% |
$32.6K - $35.5K
|
38
$4.2K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-136- 1.54% |
$12.7K - $13.8K
|
8.72K
$963K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-116- 0.78% |
$10.9K - $11.8K
|
14.8K
$1.63M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-81- 3.53% |
$7.58K - $8.24K
|
2.21K
$244K
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-48- 5.97% |
$4.49K - $4.89K
|
756
$83.5K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 9.09% |
$187 - $204
|
20
$2.21K
|