Latest Institutional Purchases of Wisdomtree U.S. Ai Enhanced Va (AIVL)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Ai Enhanced Va (AIVL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
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 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40+ 0.39% |
$4.44K - $4.61K
|
10.2K
$1.15M
|
|
|
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
|
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
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1KNew |
$1.18M - $1.37M
|
12.1K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.54K+ 9.25% |
$733K - $852K
|
89K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.76K+ 58.87% |
$171K - $199K
|
4.74K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
362New |
$35.2K - $40.9K
|
362
$40.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
226New |
$22K - $25.6K
|
226
$25.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
47+ 1.29% |
$4.57K - $5.31K
|
3.69K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.76KNew |
$395K - $423K
|
3.76K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.57KNew |
$374K - $401K
|
3.57K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
357New |
$37.4K - $40.2K
|
357
$40.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
275New |
$28.8K - $30.9K
|
275
$31.1K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
253New |
$26.5K - $28.5K
|
253
$28.6K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
226New |
$23.7K - $25.4K
|
226
$25.5K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
117New |
$12.3K - $13.2K
|
117
$13.2K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
117New |
$12.3K - $13.2K
|
117
$13.2K
|
|
| Q4 2024 | |||||||
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$58.4K - $63.1K
|
550
$62.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
315+ 66.74% |
$33.4K - $36.1K
|
787
$88.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140New |
$14.9K - $16.1K
|
140
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
105New |
$11.1K - $12K
|
105
$11.9K
|
|