Hbw Advisory Services LLC Wisdomtree Tr Cloud Computing Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 05, 2024	BUY	$29.8 - $34.36 $29,829 - $34,394	1,001 New	1,001 $31,000
Q3 2023 Oct 11, 2023	SELL	$28.67 - $34.49 $68,263 - $82,120	-2,381 Reduced 15.43%	13,049 $387,000
Q2 2023 Jul 05, 2023	BUY	$25.4 - $32.98 $5,791 - $7,519	228 Added 1.5%	15,430 $489,000
Q1 2023 Apr 07, 2023	SELL	$23.84 - $31.49 $19,811 - $26,168	-831 Reduced 5.18%	15,202 $451,000
Q3 2022 Oct 05, 2022	BUY	$25.94 - $34.42 $21,893 - $29,050	844 Added 5.56%	16,033 $428,000
Q2 2022 Jul 13, 2022	BUY	$25.93 - $42.92 $393,850 - $651,911	15,189 New	15,189 $426,000
Q1 2022 Apr 18, 2022	SELL	$33.58 - $51.3 $521,833 - $797,202	-15,540 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$49.99 - $65.33 $8,198 - $10,714	164 Added 1.07%	15,540 $806,000
Q3 2021 Oct 08, 2021	BUY	$54.26 - $63.07 $4,286 - $4,982	79 Added 0.52%	15,376 $886,000
Q2 2021 Jul 15, 2021	BUY	$44.5 - $57.05 $22,383 - $28,696	503 Added 3.4%	15,297 $855,000
Q1 2021 Apr 13, 2021	BUY	$46.25 - $60.4 $144,855 - $189,172	3,132 Added 26.86%	14,794 $712,000
Q4 2020 Jan 12, 2021	BUY	$41.46 - $57.2 $33,458 - $46,160	807 Added 7.43%	11,662 $625,000
Q3 2020 Oct 14, 2020	BUY	$38.44 - $47.05 $417,266 - $510,727	10,855 New	10,855 $464,000

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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