Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
106KNew |
$9.99M - $10.6M
|
106K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
54.5K+ 1145.8% |
$5.12M - $5.41M
|
59.2K
$6.59M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 324.18% |
$1.62M - $1.71M
|
22.6K
$2.51M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 156.15% |
$1.46M - $1.54M
|
25.4K
$2.83M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.92KNew |
$839K - $886K
|
8.92K
$993K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.25KNew |
$775K - $820K
|
8.25K
$918K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 36.1% |
$504K - $533K
|
20.2K
$2.25M
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.02KNew |
$472K - $499K
|
5.02K
$558K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.07KNew |
$288K - $305K
|
3.07K
$341K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.78KNew |
$261K - $276K
|
2.78K
$309K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.36K+ 41.94% |
$221K - $234K
|
7.97K
$887K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 36.46% |
$207K - $219K
|
8.26K
$919K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.68K+ 34.72% |
$158K - $167K
|
6.51K
$724K
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.24K+ 3.97% |
$117K - $124K
|
32.6K
$3.62M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
819+ 18.84% |
$77K - $81.4K
|
5.17K
$575K
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
BUY
|
- |
677+ 2.57% |
$63.6K - $67.3K
|
27K
$3M
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
520+ 5.95% |
$48.9K - $51.7K
|
9.26K
$1.03M
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
513+ 24.11% |
$48.2K - $51K
|
2.64K
$294K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
502+ 3.81% |
$47.2K - $49.9K
|
13.7K
$1.52M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
405+ 4.21% |
$38.1K - $40.2K
|
10K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
396+ 61.88% |
$37.2K - $39.3K
|
1.04K
$115K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
333+ 33.3% |
$31.3K - $33.1K
|
1.33K
$148K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
205New |
$19.3K - $20.4K
|
205
$22.8K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
160+ 0.38% |
$15K - $15.9K
|
42.8K
$4.76M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
100New |
$9.4K - $9.93K
|
100
$11.1K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99+ 0.51% |
$9.3K - $9.83K
|
19.4K
$2.16M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.42% |
$3.38K - $3.58K
|
8.66K
$964K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.8% |
$1.79K - $1.89K
|
2.4K
$267K
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.6% |
$1.5K - $1.59K
|
2.67K
$296K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.82% |
$658 - $695
|
859
$95.6K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.82% |
$470 - $497
|
616
$68.5K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.76% |
$470 - $497
|
667
$74.2K
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 1.04% |
$282 - $298
|
291
$32.4K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.08% |
$94 - $99.3
|
1.28K
$142K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$94 - $99.3
|
7.74K
$861K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$94 - $99.3
|
2.5K
$278K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.13% |
$94 - $99.3
|
775
$86.2K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$94 - $99.3
|
2.36K
$263K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-2- 0.43% |
$188 - $199
|
458
$50.9K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-22- 0.14% |
$2.07K - $2.19K
|
16.1K
$1.79M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 1.98% |
$2.91K - $3.08K
|
1.54K
$171K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44- 0.12% |
$4.14K - $4.37K
|
36.5K
$4.06M
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-58- 3.74% |
$5.45K - $5.76K
|
1.49K
$166K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-74- 72.55% |
$6.95K - $7.35K
|
28
$3.11K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-74- 3.5% |
$6.95K - $7.35K
|
2.04K
$227K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-75- 0.31% |
$7.05K - $7.45K
|
23.8K
$2.64M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-80- 0.73% |
$7.52K - $7.95K
|
10.9K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-81- 54.0% |
$7.61K - $8.05K
|
69
$7.68K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-83- 7.8% |
$7.8K - $8.25K
|
981
$109K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-107- 0.82% |
$10.1K - $10.6K
|
13K
$1.44M
|