Purchases and Sales Made in Q1 2023 in Wisdomtree U.S. Ai Enhanced Va (AIVL)
This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. AI ENHANCED VA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-305- 3.12% |
$26.7K - $29.9K
|
9.47K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-310- 4.78% |
$27.1K - $30.4K
|
6.17K
$686K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-334- 4.87% |
$29.2K - $32.7K
|
6.53K
$726K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-338- 0.51% |
$29.6K - $33.1K
|
66.1K
$7.36M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-380Closed |
$33.2K - $37.2K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-392- 2.09% |
$34.3K - $38.4K
|
18.4K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-404- 20.07% |
$35.3K - $39.6K
|
1.61K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-484- 2.25% |
$42.3K - $47.4K
|
21.1K
$2.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-535- 3.94% |
$46.8K - $52.4K
|
13K
$1.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-604- 6.21% |
$52.8K - $59.2K
|
9.13K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-678- 3.45% |
$59.3K - $66.4K
|
19K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-734- 25.19% |
$64.2K - $71.9K
|
2.18K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-734- 2.26% |
$64.2K - $71.9K
|
31.8K
$3.54M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-906- 23.9% |
$79.2K - $88.8K
|
2.89K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-999- 82.43% |
$87.4K - $97.9K
|
213
$23.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.02K- 13.12% |
$88.8K - $99.5K
|
6.72K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 16.09% |
$90.4K - $101K
|
5.39K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 3.38% |
$96.4K - $108K
|
31.5K
$3.51M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 60.85% |
$101K - $113K
|
740
$82.3K
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.41K- 19.27% |
$123K - $138K
|
5.91K
$657K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.54K- 70.57% |
$135K - $151K
|
643
$71.5K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.13K- 31.19% |
$186K - $209K
|
4.69K
$522K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.9K- 25.56% |
$254K - $284K
|
8.45K
$939K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.56K- 11.71% |
$312K - $349K
|
26.9K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.03K- 26.75% |
$353K - $395K
|
11K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.04K- 9.82% |
$791K - $886K
|
83K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 67.81% |
$1.35M - $1.51M
|
7.32K
$814K
|