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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-400- 15.85% |
$33.4K - $38.5K
|
2.12K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-444- 58.73% |
$37.1K - $42.7K
|
312
$34K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-468- 45.53% |
$39.1K - $45K
|
560
$61K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 11.64% |
$41.8K - $48.1K
|
3.8K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-554- 9.13% |
$46.3K - $53.3K
|
5.52K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-581- 13.04% |
$48.5K - $55.9K
|
3.88K
$422K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-738- 7.2% |
$61.7K - $71K
|
9.52K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-740- 25.19% |
$61.8K - $71.2K
|
2.2K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 3.37% |
$78.6K - $90.5K
|
27K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-994- 13.32% |
$83K - $95.6K
|
6.47K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.03K- 23.09% |
$85.6K - $98.6K
|
3.42K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.05K- 3.16% |
$88.1K - $101K
|
32.3K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.09K- 28.32% |
$91.4K - $105K
|
2.77K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.78K- 5.37% |
$149K - $171K
|
31.4K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 6.46% |
$150K - $173K
|
26.1K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.17K- 8.44% |
$181K - $208K
|
23.5K
$2.56M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.64KClosed |
$221K - $254K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 19.1% |
$287K - $330K
|
14.5K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.25K- 15.17% |
$355K - $408K
|
23.7K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.67K- 25.9% |
$390K - $450K
|
13.4K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.36K- 12.09% |
$532K - $612K
|
46.3K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.9K- 64.63% |
$1.25M - $1.44M
|
8.18K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 71.78% |
$1.45M - $1.67M
|
6.84K
$744K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 21.73% |
$1.85M - $2.13M
|
79.9K
$8.69M
|