Paragon Wealth Strategies, LLC Wisdomtree Tr Cloud Computing Transaction History

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$54.26 - $63.07 $18,014 - $20,939	-332 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	$44.5 - $57.05 $14,774 - $18,940	332 New	332 $19,000

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
Sector ETFs
Industry ETFs

More about WCLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Wealth Strategies, LLC with notifications on news.