Purchases and Sales Made in Q2 2023 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 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
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
12.2K
New
$1.07M - $1.14M
12.2K $1.36M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.49K
+ 129.63%
$833K - $888K
16.8K $1.87M
Aug 14, 2023 Q2 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
8.25K
New
$724K - $772K
8.25K $916K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.73K
+ 611.65%
$503K - $536K
6.66K $740K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.7K
New
$500K - $533K
5.7K $633K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.72K
+ 13.83%
$326K - $348K
30.6K $3.4M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.2K
New
$193K - $206K
2.2K $245K
Jul 24, 2023 Q2 2023
Augustine Asset Management Inc

BUY
 -
2.17K
New
$190K - $203K
2.17K $241K
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
2.1K
+ 76.18%
$185K - $197K
4.87K $541K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
693
+ 30.87%
$60.8K - $64.8K
2.94K $326K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
417
+ 1.93%
$36.6K - $39K
22K $2.44M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
372
+ 3.34%
$32.7K - $34.8K
11.5K $1.28M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
249
+ 1.49%
$21.9K - $23.3K
17K $1.89M
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
215
+ 2.27%
$18.9K - $20.1K
9.69K $1.08M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
New
$17.6K - $18.7K
200 $22.2K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
152
New
$13.3K - $14.2K
152 $16.9K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
115
+ 4.73%
$10.1K - $10.8K
2.55K $283K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
55
+ 0.36%
$4.83K - $5.14K
15.5K $1.72M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
51
New
$4.48K - $4.77K
51 $5.67K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
18
+ 0.13%
$1.58K - $1.68K
13.7K $1.52M
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
16
+ 0.59%
$1.4K - $1.5K
2.75K $305K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4
+ 0.54%
$351 - $374
749 $83.2K
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
4
+ 0.02%
$351 - $374
16.5K $1.83M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.09%
$87.8 - $93.5
1.06K $118K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.47%
$87.8 - $93.5
214 $23.8K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
1
+ 0.04%
$87.8 - $93.5
2.31K $256K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.47%
$87.8 - $93.5
214 $23.8K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-12
- 0.49%
$1.05K - $1.12K
2.45K $272K
Jul 20, 2023 Q2 2023
Well Done, LLC

SELL
 -
-27
- 0.14%
$2.37K - $2.53K
19.3K $2.15M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

SELL
 -
-65
- 50.0%
$5.71K - $6.08K
65 $7.22K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

SELL
 -
-80
- 0.86%
$7.02K - $7.48K
9.27K $1.03M
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-88
- 0.1%
$7.72K - $8.23K
84.6K $9.39M
Aug 14, 2023 Q2 2023
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-131
- 9.4%
$11.5K - $12.3K
1.26K $140K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-150
- 43.99%
$13.2K - $14K
191 $21.2K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-200
- 1.53%
$17.6K - $18.7K
12.8K $1.43M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
SELL
 -
-210
- 7.44%
$18.4K - $19.6K
2.61K $290K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-269
- 5.73%
$23.6K - $25.2K
4.43K $492K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

SELL
 -
-299
- 4.58%
$26.2K - $28K
6.23K $692K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-400
- 4.38%
$35.1K - $37.4K
8.73K $970K
Jul 13, 2023 Q2 2023
Webster Bank, N. A.

SELL
 -
-440
- 7.13%
$38.6K - $41.2K
5.73K $637K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-448
- 69.67%
$39.3K - $41.9K
195 $21.7K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-592
- 40.97%
$52K - $55.4K
853 $94.8K
Aug 10, 2023 Q2 2023
Altrius Capital Management Inc

New Bern, NC
SELL
 -
-594
- 10.06%
$52.1K - $55.6K
5.31K $590K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-623
- 5.65%
$54.7K - $58.3K
10.4K $1.16M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-682
- 3.71%
$59.9K - $63.8K
17.7K $1.97M
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-738
- 15.02%
$64.8K - $69K
4.18K $464K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-756
- 46.99%
$66.4K - $70.7K
853 $94.8K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-812
- 15.27%
$71.3K - $76K
4.51K $501K

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