Great Valley Advisor Group, Inc. Wisdomtree Tr Cloud Computing Transaction History

Great Valley Advisor Group, Inc.

$3.45 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$33.58 - $51.3 $284,187 - $434,151	-8,463 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$49.99 - $65.33 $2,049 - $2,678	-41 Reduced 0.48%	8,463 $439,000
Q3 2021 Oct 14, 2021	BUY	$54.26 - $63.07 $33,369 - $38,788	615 Added 7.8%	8,504 $490,000
Q2 2021 Jul 27, 2021	SELL	$44.5 - $57.05 $939,662 - $1.2 Million	-21,116 Reduced 72.8%	7,889 $441,000
Q1 2021 Apr 20, 2021	SELL	$46.25 - $60.4 $150,497 - $196,541	-3,254 Reduced 10.09%	29,005 $1.4 Million
Q4 2020 Jan 29, 2021	BUY	$41.46 - $57.2 $269,904 - $372,372	6,510 Added 25.28%	32,259 $1.73 Million
Q3 2020 Oct 21, 2020	BUY	$38.44 - $47.05 $62,926 - $77,020	1,637 Added 6.79%	25,749 $1.1 Million
Q2 2020 Jul 31, 2020	BUY	$22.06 - $39.04 $531,910 - $941,332	24,112 New	24,112 $939,000

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

Ticker WCLD
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