Purchases and Sales Made in Q2 2024 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 2024. 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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 33.11% |
$1M - $1.07M
|
41.8K
$4.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.46K+ 17.1% |
$141K - $150K
|
9.97K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.37K+ 8.45% |
$132K - $140K
|
17.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.11K+ 33.43% |
$107K - $114K
|
4.43K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
973New |
$93.9K - $99.9K
|
973
$107K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
905New |
$87.4K - $93K
|
905
$99.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
502+ 0.58% |
$48.5K - $51.6K
|
87.4K
$9.63M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
475New |
$45.9K - $48.8K
|
475
$52.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
440+ 3.66% |
$42.5K - $45.2K
|
12.5K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
319New |
$30.8K - $32.8K
|
319
$35.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
241New |
$23.3K - $24.8K
|
241
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
170+ 20.48% |
$16.4K - $17.5K
|
1K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
129+ 13.27% |
$12.5K - $13.2K
|
1.1K
$121K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
127New |
$12.3K - $13K
|
127
$14K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33+ 1.39% |
$3.19K - $3.39K
|
2.4K
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17+ 0.35% |
$1.64K - $1.75K
|
4.94K
$543K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
12+ 0.59% |
$1.16K - $1.23K
|
2.05K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.64% |
$193 - $205
|
315
$34.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$96.6 - $103
|
2.26K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$96.6 - $103
|
4.25K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 0.06% |
$772 - $822
|
13.6K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 3.9% |
$869 - $924
|
222
$24.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-16- 12.03% |
$1.54K - $1.64K
|
117
$12.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-24- 0.86% |
$2.32K - $2.47K
|
2.78K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-29- 0.67% |
$2.8K - $2.98K
|
4.29K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33- 0.6% |
$3.19K - $3.39K
|
5.49K
$604K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-35- 5.27% |
$3.38K - $3.59K
|
629
$69.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-57- 0.72% |
$5.5K - $5.85K
|
7.86K
$866K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-64- 0.3% |
$6.18K - $6.57K
|
21.5K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-67- 0.37% |
$6.47K - $6.88K
|
18.1K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-95- 0.61% |
$9.17K - $9.76K
|
15.5K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 30.77% |
$9.66K - $10.3K
|
225
$24.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-134- 0.53% |
$12.9K - $13.8K
|
25K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-136- 0.65% |
$13.1K - $14K
|
20.8K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-140- 3.18% |
$13.5K - $14.4K
|
4.27K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-143- 4.78% |
$13.8K - $14.7K
|
2.85K
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-162- 6.95% |
$15.6K - $16.6K
|
2.17K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 66.67% |
$19.3K - $20.5K
|
100
$11K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.31% |
$21.2K - $22.6K
|
863
$95K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-474- 0.56% |
$45.8K - $48.7K
|
83.6K
$9.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-514- 9.14% |
$49.6K - $52.8K
|
5.11K
$563K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-523- 7.44% |
$50.5K - $53.7K
|
6.51K
$716K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-599- 10.16% |
$57.8K - $61.5K
|
5.3K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-643- 7.07% |
$62.1K - $66K
|
8.45K
$930K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-852- 38.43% |
$82.3K - $87.5K
|
1.37K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-998- 0.97% |
$96.4K - $103K
|
102K
$11.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-998- 0.97% |
$96.4K - $103K
|
102K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.29K- 8.22% |
$124K - $132K
|
14.4K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 8.06% |
$136K - $144K
|
16K
$1.76M
|