Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 475.99% |
$2.82M - $2.93M
|
30.8K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.8K+ 207.24% |
$1.75M - $1.82M
|
23.4K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.3K+ 40.21% |
$1.26M - $1.3M
|
39.4K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.88K+ 9.35% |
$764K - $793K
|
80.5K
$9.09M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.09K+ 223.62% |
$566K - $587K
|
7.37K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.46KNew |
$495K - $514K
|
4.46K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.77KNew |
$418K - $434K
|
3.77K
$425K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.1KNew |
$233K - $242K
|
2.1K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.67KNew |
$186K - $193K
|
1.67K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 21.71% |
$120K - $124K
|
6.05K
$683K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 40.73% |
$113K - $117K
|
3.51K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
936+ 19.86% |
$104K - $108K
|
5.65K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
816New |
$90.6K - $94K
|
816
$92.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
501+ 13.4% |
$55.6K - $57.7K
|
4.24K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
500+ 20.81% |
$55.5K - $57.6K
|
2.9K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
398+ 0.98% |
$44.2K - $45.9K
|
40.9K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
368+ 0.41% |
$40.9K - $42.4K
|
89.4K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
351New |
$39K - $40.4K
|
351
$39.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
245+ 1.21% |
$27.2K - $28.2K
|
20.5K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
164+ 164.0% |
$18.2K - $18.9K
|
264
$29.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
152New |
$16.9K - $17.5K
|
152
$17.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150New |
$16.7K - $17.3K
|
150
$16.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130+ 26.53% |
$14.4K - $15K
|
620
$70K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
53+ 0.26% |
$5.89K - $6.11K
|
20.8K
$2.35M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40+ 1.65% |
$4.44K - $4.61K
|
2.47K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40+ 0.39% |
$4.44K - $4.61K
|
10.2K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.41% |
$1.33K - $1.38K
|
2.91K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 0.32% |
$1.33K - $1.38K
|
3.81K
$430K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$999 - $1.04K
|
2.35K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.15% |
$222 - $230
|
1.37K
$155K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.11% |
$222 - $230
|
1.85K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$111 - $115
|
4.18K
$472K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$111 - $115
|
6.25K
$706K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 1.49% |
$1.11K - $1.15K
|
662
$74.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.09% |
$1.11K - $1.15K
|
11.6K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22- 0.28% |
$2.44K - $2.53K
|
7.72K
$872K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23- 0.91% |
$2.55K - $2.65K
|
2.51K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.37% |
$2.78K - $2.88K
|
1.8K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-50- 1.18% |
$5.55K - $5.76K
|
4.18K
$472K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 1.35% |
$5.77K - $5.99K
|
3.79K
$428K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-53- 0.21% |
$5.89K - $6.11K
|
24.7K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-60- 0.45% |
$6.66K - $6.91K
|
13.3K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-65- 0.51% |
$7.22K - $7.49K
|
12.7K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-79- 4.05% |
$8.77K - $9.1K
|
1.87K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-83- 11.08% |
$9.22K - $9.56K
|
666
$75.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 11.11% |
$11.1K - $11.5K
|
800
$90.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-114- 2.03% |
$12.7K - $13.1K
|
5.49K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-131- 0.79% |
$14.5K - $15.1K
|
16.4K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 19.35% |
$16.7K - $17.3K
|
625
$70.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-161- 3.56% |
$17.9K - $18.5K
|
4.36K
$493K
|
|