Creative Planning Wisdomtree Tr Cloud Computing Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$25.94 - $34.42 $26,199 - $34,764	1,010 Added 8.65%	12,687 $338,000
Q2 2022 Aug 15, 2022	SELL	$25.93 - $42.92 $73,485 - $121,635	-2,834 Reduced 19.53%	11,677 $327,000
Q1 2022 May 16, 2022	SELL	$33.58 - $51.3 $100,538 - $153,592	-2,994 Reduced 17.1%	14,511 $593,000
Q4 2021 Feb 11, 2022	BUY	$49.99 - $65.33 $76,334 - $99,758	1,527 Added 9.56%	17,505 $908,000
Q3 2021 Nov 10, 2021	SELL	$54.26 - $63.07 $16,060 - $18,668	-296 Reduced 1.82%	15,978 $921,000
Q2 2021 Aug 04, 2021	SELL	$44.5 - $57.05 $88,154 - $113,016	-1,981 Reduced 10.85%	16,274 $910,000
Q1 2021 Apr 30, 2021	SELL	$46.25 - $60.4 $4,625 - $6,040	-100 Reduced 0.54%	18,255 $879,000
Q4 2020 Jan 29, 2021	BUY	$41.46 - $57.2 $196,188 - $270,670	4,732 Added 34.74%	18,355 $983,000
Q3 2020 Nov 05, 2020	BUY	$38.44 - $47.05 $523,668 - $640,962	13,623 New	13,623 $582,000

Others Institutions Holding WCLD

# of Institutions

123

Shares Held

5.63M

Call Options Held

10.9K

Put Options Held

4.6K

Jpmorgan Chase & CO New York, NY

596K
Shares

$19.8 Million
0.0% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

385K
Shares

$12.8 Million
1.13% of portfolio
Endurance Services LTD Purchase, NY

355K
Shares

$11.8 Million
2.38% of portfolio
Selective Wealth Management, Inc.

324K
Shares

$10.8 Million
4.32% of portfolio
Morgan Stanley New York, NY

323K
Shares

$10.8 Million
0.0% of portfolio

About WISDOMTREE TR CLOUD COMPUTING

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