Purchases and Sales Made in Q2 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-282Closed |
$24.3K - $28.4K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-300Closed |
$25.9K - $30.3K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-313- 6.35% |
$27K - $31.6K
|
4.61K
$508K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-325- 2.01% |
$28K - $32.8K
|
15.8K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 27.03% |
$34.5K - $40.3K
|
1.08K
$119K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-432Closed |
$37.2K - $43.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-477- 4.65% |
$41.1K - $48.1K
|
9.78K
$1.08M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-610- 3.61% |
$52.6K - $61.5K
|
16.3K
$1.79M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-730- 16.49% |
$62.9K - $73.6K
|
3.7K
$407K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-767- 23.92% |
$66.1K - $77.4K
|
2.44K
$269K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-777- 4.58% |
$67K - $78.4K
|
16.2K
$1.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-834- 29.2% |
$71.9K - $84.1K
|
2.02K
$223K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-939Closed |
$80.9K - $94.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.02K- 30.03% |
$87.9K - $103K
|
2.38K
$262K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 3.04% |
$88.5K - $104K
|
32.8K
$3.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.19K- 10.74% |
$102K - $120K
|
9.87K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.25K- 4.27% |
$108K - $126K
|
28.1K
$3.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.57K- 8.73% |
$135K - $158K
|
16.4K
$1.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.58K- 8.42% |
$136K - $160K
|
17.2K
$1.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.75K- 22.66% |
$151K - $177K
|
5.99K
$659K
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.76K- 2.54% |
$151K - $177K
|
67.5K
$7.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.89K- 50.0% |
$163K - $191K
|
1.89K
$208K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 3.52% |
$172K - $202K
|
54.7K
$6.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-2.03KClosed |
$175K - $205K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.04KClosed |
$176K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.04KClosed |
$176K - $206K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.06KClosed |
$177K - $207K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.08KClosed |
$179K - $209K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.26KClosed |
$195K - $228K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.35K- 11.33% |
$202K - $237K
|
18.4K
$2.02M
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.21K- 11.61% |
$277K - $324K
|
24.5K
$2.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.38K- 3.48% |
$292K - $341K
|
93.7K
$10.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.38K- 3.48% |
$292K - $341K
|
93.7K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.67K- 31.3% |
$489K - $572K
|
12.4K
$1.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.42K- 37.96% |
$553K - $648K
|
10.5K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.91K- 42.82% |
$595K - $697K
|
9.22K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.83K- 98.33% |
$761K - $891K
|
150
$16.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.35K- 43.8% |
$806K - $943K
|
12K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1KClosed |
$1.9M - $2.23M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25K- 98.16% |
$2.16M - $2.52M
|
468
$51.5K
|