Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.25KNew |
$607K - $706K
|
6.25K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.64K+ 413.86% |
$354K - $412K
|
4.52K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.56K+ 23.4% |
$345K - $402K
|
18.8K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.28KNew |
$221K - $258K
|
2.28K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.95KNew |
$190K - $221K
|
1.95K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.86K+ 9.85% |
$181K - $210K
|
20.7K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.76K+ 58.87% |
$171K - $199K
|
4.74K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 14.79% |
$127K - $148K
|
10.2K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.19K+ 39.23% |
$116K - $134K
|
4.22K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
597New |
$58K - $67.5K
|
597
$67.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
470+ 1.17% |
$45.7K - $53.1K
|
40.5K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
368+ 0.41% |
$35.8K - $41.6K
|
89.1K
$10.1M
|
|
|
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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 3.07% |
$16.2K - $18.9K
|
5.61K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 7.0% |
$15.5K - $18K
|
2.43K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 10.8% |
$7.09K - $8.25K
|
749
$84.6K
|
|
|
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
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
40+ 0.19% |
$3.89K - $4.52K
|
21.6K
$2.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.42% |
$1.17K - $1.36K
|
2.9K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.41% |
$1.07K - $1.24K
|
2.72K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
10+ 0.08% |
$972 - $1.13K
|
12.7K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$875 - $1.02K
|
2.34K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.16% |
$292 - $339
|
1.85K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2+ 0.08% |
$194 - $226
|
2.54K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.07% |
$97.2 - $113
|
1.37K
$154K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$97.2 - $113
|
3.8K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 1.47% |
$972 - $1.13K
|
672
$75.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-22- 1.07% |
$2.14K - $2.49K
|
2.03K
$229K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23- 0.43% |
$2.24K - $2.6K
|
5.34K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-45- 9.47% |
$4.37K - $5.09K
|
430
$48.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 7.8% |
$4.86K - $5.65K
|
591
$66.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-52- 0.8% |
$5.05K - $5.88K
|
6.43K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60- 0.45% |
$5.83K - $6.78K
|
13.2K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60- 1.54% |
$5.83K - $6.78K
|
3.84K
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63- 1.06% |
$6.12K - $7.12K
|
5.88K
$664K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-71- 0.29% |
$6.9K - $8.03K
|
24.8K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-82- 3.96% |
$7.97K - $9.27K
|
1.99K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-82- 1.9% |
$7.97K - $9.27K
|
4.23K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-103- 1.31% |
$10K - $11.6K
|
7.74K
$874K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-143- 0.54% |
$13.9K - $16.2K
|
26.1K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-150- 7.61% |
$14.6K - $17K
|
1.82K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-205- 10.04% |
$19.9K - $23.2K
|
1.84K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-258- 5.23% |
$25.1K - $29.2K
|
4.68K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-321- 10.04% |
$31.2K - $36.3K
|
2.88K
$325K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-356- 7.02% |
$34.6K - $40.2K
|
4.71K
$532K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-406- 2.71% |
$39.5K - $45.9K
|
14.6K
$1.64M
|
|