Latest Institutional Transactions on Wisdomtree U.S. Ai Enhanced Va (AIVL)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Ai Enhanced Va (AIVL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.05% |
$334 - $346
|
5.54K
$625K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
428+ 0.48% |
$47.7K - $49.4K
|
89.9K
$10.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 36.69% |
$171K - $177K
|
2.65K
$299K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-209- 1.57% |
$23.3K - $24.1K
|
13.1K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-158- 0.64% |
$17.6K - $18.2K
|
24.6K
$2.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-217- 0.24% |
$24.2K - $25K
|
88.8K
$10M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.01K- 14.9% |
$112K - $116K
|
5.77K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.88K+ 9.35% |
$764K - $793K
|
80.5K
$9.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-50- 1.18% |
$5.55K - $5.76K
|
4.18K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-533- 15.4% |
$59.2K - $61.4K
|
2.93K
$331K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.52K- 96.66% |
$279K - $290K
|
87
$9.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
500+ 20.81% |
$55.5K - $57.6K
|
2.9K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-114- 2.03% |
$12.7K - $13.1K
|
5.49K
$620K
|
|
|
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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.46KNew |
$495K - $514K
|
4.46K
$504K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 21.71% |
$120K - $124K
|
6.05K
$683K
|
|
|
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 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
351New |
$39K - $40.4K
|
351
$39.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 40.73% |
$113K - $117K
|
3.51K
$396K
|
|
|
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 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 1.49% |
$1.11K - $1.15K
|
662
$74.8K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.09K+ 223.62% |
$566K - $587K
|
7.37K
$833K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.61K- 35.24% |
$734K - $761K
|
12.1K
$1.37M
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40+ 0.39% |
$4.44K - $4.61K
|
10.2K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-161- 3.56% |
$17.9K - $18.5K
|
4.36K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-485- 11.49% |
$53.9K - $55.9K
|
3.74K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.41% |
$1.33K - $1.38K
|
2.91K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
936+ 19.86% |
$104K - $108K
|
5.65K
$638K
|
|
|
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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150New |
$16.7K - $17.3K
|
150
$16.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.37% |
$2.78K - $2.88K
|
1.8K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-799- 17.08% |
$88.7K - $92.1K
|
3.88K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
398+ 0.98% |
$44.2K - $45.9K
|
40.9K
$4.62M
|
|
|
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
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.77KNew |
$418K - $434K
|
3.77K
$425K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-79- 4.05% |
$8.77K - $9.1K
|
1.87K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-131- 0.79% |
$14.5K - $15.1K
|
16.4K
$1.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.1KNew |
$233K - $242K
|
2.1K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 1.35% |
$5.77K - $5.99K
|
3.79K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
152New |
$16.9K - $17.5K
|
152
$17.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-495- 2.29% |
$55K - $57K
|
21.1K
$2.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 11.11% |
$11.1K - $11.5K
|
800
$90.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130+ 26.53% |
$14.4K - $15K
|
620
$70K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.09% |
$1.11K - $1.15K
|
11.6K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40+ 1.65% |
$4.44K - $4.61K
|
2.47K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-455- 76.21% |
$50.5K - $52.4K
|
142
$16K
|
|