Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 70.32% |
$1.67M - $1.8M
|
6.64K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 89.08% |
$424K - $459K
|
490
$54.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.72K- 8.76% |
$394K - $426K
|
38.7K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.9K- 8.01% |
$202K - $218K
|
21.8K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.81K- 2.17% |
$192K - $208K
|
81.7K
$9.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.5K- 8.76% |
$159K - $172K
|
15.6K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02K- 1.04% |
$108K - $116K
|
96.8K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-972- 3.56% |
$103K - $111K
|
26.3K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-942- 25.95% |
$99.9K - $108K
|
2.69K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-927- 5.76% |
$98.4K - $106K
|
15.2K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-802- 16.1% |
$85.1K - $92K
|
4.18K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-791- 15.47% |
$83.9K - $90.7K
|
4.32K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-600- 10.47% |
$63.7K - $68.8K
|
5.13K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-595- 7.24% |
$63.1K - $68.2K
|
7.62K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-465- 5.61% |
$49.3K - $53.3K
|
7.83K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-346- 2.25% |
$36.7K - $39.7K
|
15K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-323- 2.38% |
$34.3K - $37K
|
13.3K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-287- 45.63% |
$30.5K - $32.9K
|
342
$38.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-256- 2.82% |
$27.2K - $29.4K
|
8.82K
$983K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-247- 5.97% |
$26.2K - $28.3K
|
3.89K
$433K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-222- 25.72% |
$23.6K - $25.5K
|
641
$71.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-170- 1.3% |
$18K - $19.5K
|
12.9K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-169- 4.27% |
$17.9K - $19.4K
|
3.79K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-126- 3.11% |
$13.4K - $14.4K
|
3.93K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-113- 0.52% |
$12K - $13K
|
21.7K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 1.91% |
$10.6K - $11.5K
|
5.14K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 0.38% |
$10.6K - $11.5K
|
26.4K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 2.57% |
$9.55K - $10.3K
|
3.41K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75- 0.3% |
$7.96K - $8.6K
|
24.7K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74- 96.1% |
$7.85K - $8.48K
|
3
$334
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70- 0.34% |
$7.43K - $8.03K
|
20.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 1.19% |
$6.37K - $6.88K
|
4.97K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-47- 2.17% |
$4.99K - $5.39K
|
2.12K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-33- 1.21% |
$3.5K - $3.78K
|
2.7K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12- 0.08% |
$1.27K - $1.38K
|
15.2K
$1.7M
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 11.64% |
$64.3K - $72.3K
|
4.94K
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-649- 6.51% |
$64.2K - $72.2K
|
9.32K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-510- 11.43% |
$50.4K - $56.8K
|
3.95K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-293- 29.3% |
$29K - $32.6K
|
707
$78.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-240- 3.05% |
$23.7K - $26.7K
|
7.62K
$850K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-92- 12.52% |
$9.09K - $10.2K
|
643
$71.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.6% |
$3.86K - $4.34K
|
6.47K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-14- 1.85% |
$1.38K - $1.56K
|
742
$82.7K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-17.4K- 85.85% |
$1.68M - $1.78M
|
2.86K
$319K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.5K- 39.95% |
$145K - $154K
|
2.26K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-852- 38.43% |
$82.3K - $87.5K
|
1.37K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 66.67% |
$19.3K - $20.5K
|
100
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 30.77% |
$9.66K - $10.3K
|
225
$25.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-16- 12.03% |
$1.54K - $1.64K
|
117
$13K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 17.54% |
$93.5K - $102K
|
4.7K
$524K
|
|