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 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.05% |
$93.3 - $101
|
2.17K
$241K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-13- 2.84% |
$1.21K - $1.31K
|
445
$49.5K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18- 0.13% |
$1.68K - $1.82K
|
13.7K
$1.52M
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 1.03% |
$1.96K - $2.12K
|
2.02K
$225K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-28Closed |
$2.61K - $2.83K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-36- 0.13% |
$3.36K - $3.64K
|
26.7K
$2.97M
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-43- 0.86% |
$4.01K - $4.35K
|
4.98K
$554K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 3.84% |
$5.5K - $5.97K
|
1.48K
$165K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-63- 0.76% |
$5.88K - $6.37K
|
8.19K
$912K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69- 0.77% |
$6.44K - $6.98K
|
8.87K
$987K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-75- 2.75% |
$7K - $7.58K
|
2.66K
$295K
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-79- 0.81% |
$7.37K - $7.99K
|
9.66K
$1.07M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 8.38% |
$9.98K - $10.8K
|
1.17K
$130K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-137- 4.13% |
$12.8K - $13.9K
|
3.18K
$353K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-184Closed |
$17.2K - $18.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-206- 10.33% |
$19.2K - $20.8K
|
1.79K
$199K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-232- 0.54% |
$21.6K - $23.5K
|
42.8K
$4.76M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-250- 2.9% |
$23.3K - $25.3K
|
8.37K
$931K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-280- 14.14% |
$26.1K - $28.3K
|
1.7K
$189K
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-280- 11.48% |
$26.1K - $28.3K
|
2.16K
$240K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-296- 3.78% |
$27.6K - $29.9K
|
7.53K
$838K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-305- 21.31% |
$28.5K - $30.8K
|
1.13K
$125K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-329- 0.77% |
$30.7K - $33.3K
|
42.5K
$4.73M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-396- 38.22% |
$36.9K - $40K
|
640
$71.2K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-467- 15.23% |
$43.6K - $47.2K
|
2.6K
$289K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-476- 5.39% |
$44.4K - $48.1K
|
8.35K
$929K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-522- 8.02% |
$48.7K - $52.8K
|
5.99K
$666K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-596- 1.95% |
$55.6K - $60.3K
|
29.9K
$3.33M
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-600- 22.72% |
$56K - $60.7K
|
2.04K
$227K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-667Closed |
$62.2K - $67.5K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-750- 4.12% |
$70K - $75.8K
|
17.5K
$1.94M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-770- 18.95% |
$71.8K - $77.9K
|
3.29K
$366K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-859Closed |
$80.1K - $86.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-925- 2.42% |
$86.3K - $93.5K
|
37.3K
$4.14M
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.1K- 1.49% |
$103K - $111K
|
72.8K
$8.1M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.4K- 27.71% |
$131K - $141K
|
3.65K
$406K
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.56K- 7.0% |
$145K - $158K
|
20.7K
$2.3M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.62K- 2.03% |
$151K - $164K
|
78K
$8.67M
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.63K- 5.25% |
$152K - $164K
|
29.3K
$3.26M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 1.55% |
$154K - $167K
|
105K
$11.6M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.18K- 46.04% |
$203K - $221K
|
2.56K
$284K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.49K- 6.83% |
$233K - $252K
|
34K
$3.78M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.71K- 33.94% |
$252K - $274K
|
5.27K
$586K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05K- 15.93% |
$378K - $409K
|
21.4K
$2.38M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.45K- 68.6% |
$508K - $551K
|
2.49K
$277K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.94K- 29.2% |
$647K - $701K
|
16.8K
$1.87M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.6K- 13.1% |
$802K - $869K
|
57K
$6.34M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.92KClosed |
$832K - $902K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-14K- 43.62% |
$1.3M - $1.41M
|
18.1K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15K- 66.28% |
$1.39M - $1.51M
|
7.61K
$846K
|