Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$2.66M - $2.88M
|
25.1K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 42.96% |
$189K - $205K
|
5.94K
$659K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$58.4K - $63.1K
|
550
$61K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 3.55% |
$42.4K - $45.9K
|
11.7K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
105New |
$11.1K - $12K
|
105
$11.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
23+ 0.26% |
$2.44K - $2.64K
|
8.74K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 2.57% |
$9.55K - $10.3K
|
3.41K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-126- 3.11% |
$13.4K - $14.4K
|
3.93K
$436K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-222- 25.72% |
$23.6K - $25.5K
|
641
$71.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-600- 10.47% |
$63.7K - $68.8K
|
5.13K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-802- 16.1% |
$85.1K - $92K
|
4.18K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-927- 5.76% |
$98.4K - $106K
|
15.2K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-942- 25.95% |
$99.9K - $108K
|
2.69K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.81K- 2.17% |
$192K - $208K
|
81.7K
$9.07M
|