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 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.83KClosed |
$236K - $312K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.32K- 66.99% |
$143K - $190K
|
1.15K
$126K
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-121Closed |
$7.44K - $9.87K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-15Closed |
$922 - $1.22K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-452KClosed |
$24.9M - $42.5M
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-59.3KClosed |
$3.27M - $5.57M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-10.7KClosed |
$589K - $1M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-8.6KClosed |
$474K - $808K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.68KClosed |
$258K - $439K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.65KClosed |
$256K - $437K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.53KClosed |
$139K - $238K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.38KClosed |
$131K - $223K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.33KClosed |
$128K - $219K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.28KClosed |
$126K - $214K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.46KClosed |
$80.7K - $138K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-529Closed |
$29.2K - $49.7K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-284Closed |
$15.7K - $26.7K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-185Closed |
$10.2K - $17.4K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-128Closed |
$7.06K - $12K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-100Closed |
$5.51K - $9.4K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-16.1KClosed |
$1.35M - $1.49M
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4Closed |
$337 - $371
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.31KClosed |
$286K - $292K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-150Closed |
$13K - $13.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-145Closed |
$12.5K - $12.8K
|
0
$0
|
|
May 09, 2023
Q3 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-55Closed |
$4.75K - $4.85K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-275Closed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-40.4KClosed |
N/A
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.71KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.03KClosed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-140Closed |
N/A
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-32KClosed |
N/A
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.01KClosed |
N/A
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-1.1K- 16.67% |
N/A
|
5.5K
$605K
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-337Closed |
N/A
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.7KClosed |
N/A
|
0
$0
|