Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
43.6KNew |
$3.64M - $4.19M
|
43.6K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.06KNew |
$674K - $776K
|
8.06K
$888K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.97KNew |
$666K - $767K
|
7.97K
$877K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.6KNew |
$384K - $443K
|
4.6K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.36KNew |
$197K - $227K
|
2.36K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.22KNew |
$185K - $213K
|
2.22K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
2.2KNew |
$184K - $212K
|
2.2K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.21K+ 12.36% |
$101K - $116K
|
11K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
887+ 8.06% |
$74.1K - $85.3K
|
11.9K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
853+ 99.3% |
$71.3K - $82.1K
|
1.71K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
555+ 0.65% |
$46.4K - $53.4K
|
86.5K
$9.52M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
325New |
$27.2K - $31.3K
|
325
$35.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
294+ 50.69% |
$24.6K - $28.3K
|
874
$96.2K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$16.7K - $19.2K
|
200
$22K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
194+ 19400.0% |
$16.2K - $18.7K
|
195
$21.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
142+ 0.92% |
$11.9K - $13.7K
|
15.6K
$1.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133New |
$11.1K - $12.8K
|
133
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
133New |
$11.1K - $12.8K
|
133
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20+ 0.15% |
$1.67K - $1.92K
|
13.8K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
18+ 0.37% |
$1.5K - $1.73K
|
4.91K
$540K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
17+ 0.61% |
$1.42K - $1.64K
|
2.79K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 0.02% |
$1.34K - $1.54K
|
79.9K
$8.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11+ 0.21% |
$919 - $1.06K
|
5.27K
$580K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4+ 0.02% |
$334 - $385
|
18.3K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.04% |
$83.5 - $96.2
|
2.26K
$248K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$83.5 - $96.2
|
1
$110
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.01% |
$83.5 - $96.2
|
8.25K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-12- 0.07% |
$1K - $1.15K
|
16.4K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.53% |
$2.76K - $3.17K
|
6.2K
$682K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 74.51% |
$3.17K - $3.66K
|
13
$1.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-75- 0.09% |
$6.27K - $7.22K
|
84.5K
$9.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-81- 3.41% |
$6.77K - $7.79K
|
2.29K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-84- 1.7% |
$7.02K - $8.08K
|
4.86K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-113- 2.59% |
$9.44K - $10.9K
|
4.25K
$468K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-117- 0.57% |
$9.77K - $11.3K
|
20.4K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-139- 17.31% |
$11.6K - $13.4K
|
664
$73.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-165- 6.22% |
$13.8K - $15.9K
|
2.49K
$274K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-165- 1.0% |
$13.8K - $15.9K
|
16.3K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-170- 3.6% |
$14.2K - $16.4K
|
4.55K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 3.5% |
$16.7K - $19.2K
|
5.52K
$608K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-218- 2.21% |
$18.2K - $21K
|
9.65K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-230- 1.1% |
$19.2K - $22.1K
|
20.7K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-257- 2.23% |
$21.5K - $24.7K
|
11.3K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-293- 1.61% |
$24.5K - $28.2K
|
17.9K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-300- 1.55% |
$25.1K - $28.9K
|
19K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-315- 11.03% |
$26.3K - $30.3K
|
2.54K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-372- 31.63% |
$31.1K - $35.8K
|
804
$88.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-375- 4.06% |
$31.3K - $36.1K
|
8.85K
$974K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-384- 4.47% |
$32.1K - $36.9K
|
8.2K
$903K
|