Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.5KNew |
$1.63M - $1.77M
|
17.5K
$1.94M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
7.13KNew |
$665K - $721K
|
7.13K
$792K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.95KNew |
$369K - $400K
|
3.95K
$439K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.4KNew |
$317K - $344K
|
3.4K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.83K+ 35.99% |
$264K - $286K
|
10.7K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.26KNew |
$211K - $229K
|
2.26K
$251K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.13K+ 6.54% |
$199K - $215K
|
34.7K
$3.86M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.08KNew |
$194K - $210K
|
2.08K
$231K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.05KNew |
$191K - $208K
|
2.05K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.04KNew |
$190K - $207K
|
2.04K
$227K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$187K - $203K
|
2.01K
$223K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$187K - $202K
|
2K
$222K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$187K - $202K
|
2K
$222K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2KNew |
$187K - $202K
|
2K
$222K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.67KNew |
$155K - $168K
|
1.67K
$185K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.39K+ 473.81% |
$130K - $141K
|
1.69K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.17K+ 88.48% |
$109K - $118K
|
2.49K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
803+ 33.49% |
$74.9K - $81.2K
|
3.2K
$356K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
731+ 3.93% |
$68.2K - $73.9K
|
19.3K
$2.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
702+ 3.47% |
$65.5K - $71K
|
20.9K
$2.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
680+ 7.34% |
$63.4K - $68.8K
|
9.94K
$1.1M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
637+ 14.66% |
$59.4K - $64.4K
|
4.98K
$554K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
572+ 2.12% |
$53.4K - $57.8K
|
27.5K
$3.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
560+ 22.7% |
$52.2K - $56.6K
|
3.03K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
499+ 37.43% |
$46.6K - $50.5K
|
1.83K
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
494+ 3.06% |
$46.1K - $50K
|
16.6K
$1.85M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
451+ 5.21% |
$42.1K - $45.6K
|
9.11K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
441+ 1.17% |
$41.1K - $44.6K
|
38.1K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
411+ 136.54% |
$38.3K - $41.6K
|
712
$79.1K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
410+ 4.09% |
$38.2K - $41.5K
|
10.4K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
314New |
$29.3K - $31.8K
|
314
$34.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
234New |
$21.8K - $23.7K
|
234
$26K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$18.7K - $20.2K
|
200
$22.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
152New |
$14.2K - $15.4K
|
152
$16.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
130+ 8.78% |
$12.1K - $13.1K
|
1.61K
$179K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
110+ 159.42% |
$10.3K - $11.1K
|
179
$19.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
106+ 0.48% |
$9.89K - $10.7K
|
22.1K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
68New |
$6.34K - $6.88K
|
68
$7.55K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
28New |
$2.61K - $2.83K
|
28
$3.11K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.98% |
$2.43K - $2.63K
|
2.69K
$299K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.05% |
$653 - $708
|
13K
$1.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$653 - $708
|
16.5K
$1.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.97% |
$560 - $607
|
622
$69.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6+ 0.05% |
$560 - $607
|
11K
$1.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
5+ 0.02% |
$466 - $506
|
20.4K
$2.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.04% |
$280 - $303
|
7.74K
$860K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.26% |
$187 - $202
|
777
$86.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2+ 0.69% |
$187 - $202
|
293
$32.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$93.3 - $101
|
10.9K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$93.3 - $101
|
2.36K
$262K
|