Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-848- 4.47% |
$74.4K - $79.3K
|
18.1K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1K- 12.45% |
$87.8K - $93.5K
|
7.03K
$782K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 18.99% |
$89.8K - $95.7K
|
4.36K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.06K- 5.02% |
$92.8K - $98.9K
|
20K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.13K- 4.77% |
$99.2K - $106K
|
22.6K
$2.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.53K- 15.82% |
$134K - $143K
|
8.12K
$903K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 63.05% |
$135K - $144K
|
900
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.58K- 2.82% |
$139K - $148K
|
54.4K
$6.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.62K- 5.08% |
$142K - $151K
|
30.2K
$3.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.62K- 2.45% |
$142K - $151K
|
64.5K
$7.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.65K- 21.72% |
$145K - $155K
|
5.95K
$662K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.24K- 33.48% |
$196K - $209K
|
4.44K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.55K- 3.07% |
$224K - $238K
|
80.4K
$8.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.72K- 32.15% |
$238K - $254K
|
5.73K
$637K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.13K- 32.82% |
$275K - $293K
|
6.41K
$713K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-3.61K- 13.73% |
$317K - $338K
|
22.7K
$2.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.17K- 66.63% |
$454K - $484K
|
2.59K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.6K- 17.75% |
$491K - $524K
|
25.9K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.8K- 41.23% |
$1.47M - $1.57M
|
23.9K
$2.66M
|