Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-145- 1.66% |
$12.8K - $14.1K
|
8.59K
$955K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-277- 1.07% |
$24.5K - $26.8K
|
25.7K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-345- 5.38% |
$30.6K - $33.4K
|
6.07K
$675K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-430- 7.5% |
$38.1K - $41.7K
|
5.3K
$590K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-576- 0.72% |
$51K - $55.8K
|
79.9K
$8.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-592- 11.14% |
$52.4K - $57.4K
|
4.72K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-594- 3.5% |
$52.6K - $57.6K
|
16.4K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-644- 14.29% |
$57K - $62.4K
|
3.86K
$430K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-660- 8.13% |
$58.5K - $64K
|
7.46K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-891- 83.82% |
$78.9K - $86.4K
|
172
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-931- 1.44% |
$82.5K - $90.2K
|
63.6K
$7.07M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-942- 14.14% |
$83.4K - $91.3K
|
5.72K
$636K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-1.06K- 5.46% |
$93.4K - $102K
|
18.3K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.06K- 4.83% |
$94.1K - $103K
|
20.9K
$2.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.08K- 95.56% |
$95.3K - $104K
|
50
$5.56K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.82K- 3.35% |
$161K - $177K
|
52.6K
$5.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.97K- 9.85% |
$175K - $191K
|
18K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-2.21K- 9.72% |
$195K - $214K
|
20.5K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.31K- 7.65% |
$204K - $224K
|
27.9K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 19.4% |
$210K - $230K
|
9.87K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.58K- 20.11% |
$229K - $250K
|
10.3K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.23K- 14.31% |
$286K - $313K
|
19.3K
$2.15M
|