Purchases and Sales Made in Q4 2022 in Wisdomtree U.S. Ai Enhanced Va (AIVL)

AIVL Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q4 2022. 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, 2023 Q4 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
21.1K
+ 308.39%
$1.74M - $2.03M
28K $3.11M
May 24, 2024 Q4 2022
Garrison Asset Management, LLC

BUY
 -
9.18K
New
$757K - $880K
9.18K $1.02M
Jan 17, 2023 Q4 2022
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
4.9K
New
$404K - $470K
4.9K $545K
Feb 14, 2023 Q4 2022
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
4.43K
New
$365K - $425K
4.43K $493K
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
3.74K
+ 28.55%
$309K - $359K
16.9K $1.87M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.72K
+ 24.69%
$307K - $357K
18.8K $2.09M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
3.6K
+ 127.82%
$297K - $345K
6.42K $714K
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
3.1K
New
$256K - $297K
3.1K $345K
Feb 10, 2023 Q4 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
2.38K
New
$196K - $228K
2.38K $264K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
2.33K
+ 7.71%
$192K - $223K
32.5K $3.62M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1K
New
$82.5K - $95.9K
1K $111K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
732
+ 100.0%
$60.4K - $70.2K
1.46K $163K
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
584
+ 0.7%
$48.2K - $56K
84.3K $9.38M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
546
+ 33.31%
$45K - $52.3K
2.19K $243K
Feb 03, 2023 Q4 2022
White Pine Investment CO

BUY
 -
426
+ 1.73%
$35.1K - $40.8K
25.1K $2.79M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
415
+ 16.61%
$34.2K - $39.8K
2.91K $324K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
325
New
$26.8K - $31.2K
325 $36.2K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
240
New
$19.8K - $23K
240 $26.7K
Aug 11, 2023 Q4 2022
Rs Crum Inc.

BUY
 -
230
+ 5.18%
$19K - $22K
4.67K $519K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
217
+ 12.08%
$17.9K - $20.8K
2.01K $224K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
200
New
$16.5K - $19.2K
200 $22.2K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
200
New
$16.5K - $19.2K
200 $22.2K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
90
+ 0.46%
$7.42K - $8.63K
19.6K $2.19M
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
51
New
$4.21K - $4.89K
51 $5.67K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
27
+ 2.87%
$2.23K - $2.59K
967 $108K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
21
+ 0.15%
$1.73K - $2.01K
13.7K $1.52M
Feb 14, 2023 Q4 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
19
+ 0.7%
$1.57K - $1.82K
2.75K $306K
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
19
+ 0.7%
$1.57K - $1.82K
2.72K $302K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5
+ 0.68%
$412 - $479
741 $82.4K
Jan 27, 2023 Q4 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
5
+ 0.03%
$412 - $479
16.5K $1.83M
Feb 10, 2023 Q4 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
4
+ 0.24%
$330 - $383
1.67K $186K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.09%
$82.5 - $95.9
1.08K $120K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
1
+ 0.08%
$82.5 - $95.9
1.21K $135K
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1
+ 0.02%
$82.5 - $95.9
5.4K $601K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
1
+ 0.03%
$82.5 - $95.9
2.87K $319K
Jan 31, 2023 Q4 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-8
- 0.04%
$660 - $767
21.5K $2.39M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-38
- 0.39%
$3.13K - $3.64K
9.73K $1.08M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-40
- 4.0%
$3.3K - $3.83K
960 $107K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-41
- 6.6%
$3.38K - $3.93K
580 $64.5K
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-43
- 0.13%
$3.55K - $4.12K
32.6K $3.63M
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-50
- 0.32%
$4.12K - $4.79K
15.5K $1.72M
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

SELL
 -
-58
- 0.46%
$4.78K - $5.56K
12.6K $1.4M
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-69
- 4.56%
$5.69K - $6.61K
1.45K $161K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

SELL
 -
-69
- 0.73%
$5.69K - $6.61K
9.35K $1.04M
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-74
- 50.0%
$6.1K - $7.09K
74 $8.23K
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-75
- 0.35%
$6.19K - $7.19K
21.6K $2.4M
Feb 09, 2023 Q4 2022
Biondo Investment Advisors, LLC

Milford, PA
SELL
 -
-95
- 0.96%
$7.83K - $9.11K
9.78K $1.09M
Feb 09, 2023 Q4 2022
Mai Capital Management

SELL
 -
-109
- 2.79%
$8.99K - $10.4K
3.79K $422K
Feb 08, 2023 Q4 2022
Salomon & Ludwin, LLC

SELL
 -
-112
- 0.17%
$9.24K - $10.7K
66.5K $7.4M

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