Purchases and Sales Made in Q2 2022 in Wisdomtree U.S. Ai Enhanced Va (AIVL)

AIVL Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q2 2022. 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
Aug 09, 2022 Q2 2022
Altrius Capital Management Inc

New Bern, NC
BUY
 -
9.64K
New
$831K - $972K
9.64K $1.06M
Aug 08, 2022 Q2 2022
Garrison Asset Management, LLC

BUY
 -
9.34K
New
$805K - $942K
9.34K $1.03M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
3.92K
New
$338K - $396K
3.92K $432K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.98K
+ 12.12%
$257K - $301K
27.6K $3.04M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.3K
+ 26.69%
$199K - $232K
10.9K $1.2M
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

BUY
 -
2.21K
+ 26.83%
$190K - $222K
10.4K $1.15M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
1.4K
New
$121K - $141K
1.4K $154K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.07K
+ 2.75%
$92.3K - $108K
40K $4.41M
Aug 12, 2022 Q2 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
807
+ 3.9%
$69.5K - $81.4K
21.5K $2.37M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
500
+ 4.54%
$43.1K - $50.4K
11.5K $1.27M
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
395
+ 0.48%
$34K - $39.8K
83.2K $9.16M
Jul 19, 2022 Q2 2022
Mengis Capital Management, Inc.

BUY
 -
325
+ 15.06%
$28K - $32.8K
2.48K $273K
Sep 21, 2023 Q2 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
300
New
$25.9K - $30.3K
300 $33K
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
+ 66.67%
$17.2K - $20.2K
500 $55K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
187
+ 0.58%
$16.1K - $18.9K
32.5K $3.58M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
171
+ 10.78%
$14.7K - $17.2K
1.76K $194K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
126
+ 6.06%
$10.9K - $12.7K
2.21K $243K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
57
+ 0.42%
$4.91K - $5.75K
13.6K $1.5M
Aug 08, 2022 Q2 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
53
+ 0.24%
$4.57K - $5.35K
22K $2.42M
Aug 05, 2022 Q2 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
15
+ 0.45%
$1.29K - $1.51K
3.33K $367K
Aug 12, 2022 Q2 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
13
+ 0.48%
$1.12K - $1.31K
2.71K $298K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

BUY
 -
5
+ 0.54%
$431 - $504
934 $103K
Jul 13, 2022 Q2 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
4
+ 0.02%
$345 - $403
16.5K $1.81M
Aug 15, 2022 Q2 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
4
+ 0.24%
$345 - $403
1.67K $184K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3
+ 0.41%
$259 - $303
731 $80.5K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
2
+ 0.02%
$172 - $202
8.09K $890K
Jul 18, 2022 Q2 2022
Well Done, LLC

BUY
 -
2
+ 0.01%
$172 - $202
19.6K $2.16M
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
2
+ 0.08%
$172 - $202
2.36K $260K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1
+ 0.02%
$86.2 - $101
4.85K $533K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

BUY
 -
1
+ 0.13%
$86.2 - $101
778 $85.6K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-2
- 0.05%
$172 - $202
4.34K $478K
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

SELL
 -
-26
- 0.73%
$2.24K - $2.62K
3.52K $387K
Jul 22, 2022 Q2 2022
Element Wealth, LLC

SELL
 -
-27
- 1.03%
$2.33K - $2.72K
2.6K $286K
Aug 15, 2022 Q2 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-31
- 0.81%
$2.67K - $3.13K
3.78K $416K
Jul 29, 2022 Q2 2022
Albion Financial Group

SELL
 -
-35
- 7.87%
$3.02K - $3.53K
410 $45.1K
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

SELL
 -
-50
- 0.61%
$4.31K - $5.04K
8.21K $903K
Jul 26, 2022 Q2 2022
Argi Investment Services, LLC

SELL
 -
-57
- 0.44%
$4.91K - $5.75K
12.8K $1.41M
Jul 25, 2022 Q2 2022
Institute For Wealth Management, Llc.

SELL
 -
-73
- 0.77%
$6.29K - $7.36K
9.42K $1.04M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-85
- 3.58%
$7.33K - $8.57K
2.29K $252K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-99
- 3.97%
$8.53K - $9.99K
2.4K $264K
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-100
Closed
$8.62K - $10.1K
0 $0
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

SELL
 -
-107
- 3.37%
$9.22K - $10.8K
3.07K $338K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-143
- 16.07%
$12.3K - $14.4K
747 $82.2K
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-167
- 1.98%
$14.4K - $16.8K
8.27K $910K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-228
- 31.98%
$19.6K - $23K
485 $53.4K
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-234
Closed
$20.2K - $23.6K
0 $0
Jul 15, 2022 Q2 2022
Westside Investment Management, Inc.

SELL
 -
-246
- 1.33%
$21.2K - $24.8K
18.3K $2.01M
Aug 12, 2022 Q2 2022
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-254
- 12.89%
$21.9K - $25.6K
1.72K $189K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-282
- 3.41%
$24.3K - $28.4K
7.98K $879K

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