Kestra Advisory Services, LLC Wisdomtree Tr Cloud Computing Transaction History

Kestra Advisory Services, LLC

$17.6 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$26.89 - $35.58 $202,347 - $267,739	-7,525 Reduced 53.25%	6,607 $230,000
Q3 2023 Nov 09, 2023	SELL	$28.67 - $34.49 $33,744 - $40,594	-1,177 Reduced 7.69%	14,132 $418,000
Q2 2023 Aug 11, 2023	SELL	$25.4 - $32.98 $72,898 - $94,652	-2,870 Reduced 15.79%	15,309 $485,000
Q1 2023 May 12, 2023	SELL	$23.84 - $31.49 $92,475 - $122,149	-3,879 Reduced 17.59%	18,179 $539,000
Q4 2022 Jan 31, 2023	SELL	$22.93 - $28.87 $6,672 - $8,401	-291 Reduced 1.3%	22,058 $553,000
Q3 2022 Nov 01, 2022	SELL	$25.94 - $34.42 $291,046 - $386,192	-11,220 Reduced 33.42%	22,349 $596 Million
Q2 2022 Aug 12, 2022	SELL	$25.93 - $42.92 $1.48 Million - $2.46 Million	-57,218 Reduced 63.02%	33,569 $941,000
Q1 2022 Apr 26, 2022	SELL	$33.58 - $51.3 $43,620 - $66,638	-1,299 Reduced 1.41%	90,787 $0
Q4 2021 Jan 20, 2022	BUY	$49.99 - $65.33 $7,598 - $9,930	152 Added 0.17%	92,086 $0
Q3 2021 Oct 19, 2021	SELL	$54.26 - $63.07 $883,841 - $1.03 Million	-16,289 Reduced 15.05%	91,934 $0
Q2 2021 Jul 28, 2021	SELL	$44.5 - $57.05 $2.8 Million - $3.59 Million	-62,926 Reduced 36.77%	108,223 $0
Q1 2021 May 10, 2021	SELL	$46.25 - $60.4 $345,765 - $451,550	-7,476 Reduced 4.19%	171,149 $0
Q4 2020 Jan 20, 2021	BUY	$41.46 - $57.2 $943,671 - $1.3 Million	22,761 Added 14.6%	178,625 $9.64 Billion
Q3 2020 Nov 12, 2020	BUY	$38.44 - $47.05 $5.99 Million - $7.33 Million	155,864 New	155,864 $6.67 Billion

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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