Sowell Financial Services LLC Wisdomtree Tr Cloud Computing Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	SELL	$32.49 - $37.05 $33,919 - $38,680	-1,044 Reduced 8.7%	10,953 $381,000
Q4 2023 Jan 24, 2024	SELL	$26.89 - $35.58 $47,433 - $62,763	-1,764 Reduced 12.82%	11,997 $419,000
Q3 2023 Nov 08, 2023	SELL	$28.67 - $34.49 $29,300 - $35,248	-1,022 Reduced 6.91%	13,761 $407,000
Q2 2023 Aug 14, 2023	BUY	$25.4 - $32.98 $375,488 - $487,543	14,783 New	14,783 $468,000
Q4 2022 Feb 09, 2023	BUY	$22.93 - $28.87 $609,594 - $767,508	26,585 New	26,585 $667,000
Q2 2021 Aug 05, 2021	SELL	$44.5 - $57.05 $179,068 - $229,569	-4,024 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$46.25 - $60.4 $47,591 - $62,151	1,029 Added 34.36%	4,024 $186,000
Q4 2020 Jan 13, 2021	BUY	$41.46 - $57.2 $43,533 - $60,060	1,050 Added 53.98%	2,995 $160,000
Q3 2020 Nov 12, 2020	BUY	$38.44 - $47.05 $74,765 - $91,512	1,945 New	1,945 $83,000

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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