Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
15.7K+ 196.63% |
$1.55M - $1.75M
|
23.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$1.13M - $1.27M
|
11.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.83K+ 27.54% |
$477K - $537K
|
22.4K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$411K - $463K
|
4.16K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.34K+ 88.46% |
$231K - $260K
|
4.98K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11KNew |
$209K - $235K
|
2.11K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$198K - $223K
|
2K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$217K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.84KNew |
$182K - $205K
|
1.84K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.81KNew |
$178K - $201K
|
1.81K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.21K+ 10.01% |
$120K - $135K
|
13.3K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
830+ 25.55% |
$82K - $92.4K
|
4.08K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
808+ 10.91% |
$79.9K - $89.9K
|
8.22K
$904K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
655+ 19.26% |
$64.7K - $72.9K
|
4.06K
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623+ 1.49% |
$61.6K - $69.3K
|
42.4K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
605+ 4.85% |
$59.8K - $67.3K
|
13.1K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
529New |
$52.3K - $58.9K
|
529
$58.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
476+ 11.86% |
$47.1K - $53K
|
4.49K
$494K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
470+ 3.15% |
$46.5K - $52.3K
|
15.4K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
460+ 0.53% |
$45.5K - $51.2K
|
87.9K
$9.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
353+ 10.83% |
$34.9K - $39.3K
|
3.61K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
300New |
$29.7K - $33.4K
|
300
$33K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
296+ 1.38% |
$29.3K - $32.9K
|
21.8K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266+ 83.39% |
$26.3K - $29.6K
|
585
$64.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234+ 105.41% |
$23.1K - $26K
|
456
$50.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
150New |
$14.8K - $16.7K
|
150
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
101+ 0.7% |
$9.98K - $11.2K
|
14.5K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77New |
$7.61K - $8.57K
|
77
$8.48K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
66+ 0.41% |
$6.52K - $7.35K
|
16.1K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.52% |
$2.17K - $2.45K
|
4.28K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16+ 0.12% |
$1.58K - $1.78K
|
13.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.3% |
$1.48K - $1.67K
|
4.95K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
10+ 0.49% |
$989 - $1.11K
|
2.06K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$98.9 - $111
|
5.11K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.01% |
$98.9 - $111
|
8.25K
$908K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$98.9 - $111
|
2.26K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3- 0.14% |
$297 - $334
|
2.17K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3- 0.08% |
$297 - $334
|
3.95K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-14- 1.85% |
$1.38K - $1.56K
|
742
$81.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.6% |
$3.86K - $4.34K
|
6.47K
$712K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-48- 1.73% |
$4.74K - $5.34K
|
2.73K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52- 0.98% |
$5.14K - $5.79K
|
5.24K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88- 15.71% |
$8.7K - $9.79K
|
472
$52K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-119- 0.45% |
$11.8K - $13.2K
|
26.5K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-123- 0.15% |
$12.2K - $13.7K
|
83.5K
$9.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-150- 3.5% |
$14.8K - $16.7K
|
4.14K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-156- 1.85% |
$15.4K - $17.4K
|
8.29K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-178- 0.86% |
$17.6K - $19.8K
|
20.6K
$2.27M
|