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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-189- 0.76% |
$18.7K - $21K
|
24.8K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-219- 19.89% |
$21.6K - $24.4K
|
882
$96K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-240- 3.05% |
$23.7K - $26.7K
|
7.62K
$830K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-241- 1.56% |
$23.8K - $26.8K
|
15.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-279- 7.39% |
$27.6K - $31.1K
|
3.5K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-293- 29.3% |
$29K - $32.6K
|
707
$76.9K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-456- 8.31% |
$45.1K - $50.8K
|
5.03K
$547K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-510- 11.43% |
$50.4K - $56.8K
|
3.95K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-566- 3.13% |
$55.9K - $63K
|
17.5K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-606- 21.26% |
$59.9K - $67.4K
|
2.24K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-636- 14.91% |
$62.9K - $70.8K
|
3.63K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-649- 6.51% |
$64.2K - $72.2K
|
9.32K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 11.64% |
$64.3K - $72.3K
|
4.94K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 10.27% |
$103K - $116K
|
9.08K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.1K- 24.72% |
$108K - $122K
|
3.34K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.29K- 10.75% |
$325K - $366K
|
27.3K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.27K- 4.19% |
$422K - $475K
|
97.8K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.38K- 17.9% |
$730K - $822K
|
33.8K
$3.68M
|