Purchases and Sales Made in Q3 2021 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q3 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CLOUD COMPUTING .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
827+ 8.21% |
$44.9K - $52.2K
|
10.9K
$363K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
825+ 4.77% |
$44.8K - $52K
|
18.1K
$604K
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
810+ 0.68% |
$44K - $51.1K
|
120K
$4.01M
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
799+ 2.1% |
$43.4K - $50.4K
|
38.8K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
782+ 56.26% |
$42.4K - $49.3K
|
2.17K
$72.3K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
772New |
$41.9K - $48.7K
|
772
$25.7K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
727+ 15.52% |
$39.4K - $45.9K
|
5.41K
$180K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
665+ 6.94% |
$36.1K - $41.9K
|
10.2K
$341K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
640+ 2.82% |
$34.7K - $40.4K
|
23.4K
$778K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
615+ 7.8% |
$33.4K - $38.8K
|
8.5K
$283K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
600+ 12.33% |
$32.6K - $37.8K
|
5.47K
$182K
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
568+ 1.79% |
$30.8K - $35.8K
|
32.4K
$1.08M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
343New |
$18.6K - $21.6K
|
343
$11.4K
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
338+ 1.7% |
$18.3K - $21.3K
|
20.2K
$674K
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
338+ 1.7% |
$18.3K - $21.3K
|
20.2K
$674K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
307+ 8.28% |
$16.7K - $19.4K
|
4.02K
$134K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
264+ 6.05% |
$14.3K - $16.7K
|
4.63K
$154K
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
264+ 2.86% |
$14.3K - $16.7K
|
9.51K
$317K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
253+ 1.48% |
$13.7K - $16K
|
17.4K
$580K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
225+ 2.95% |
$12.2K - $14.2K
|
7.84K
$261K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
225New |
$12.2K - $14.2K
|
225
$7.49K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
206+ 41.96% |
$11.2K - $13K
|
697
$23.2K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204+ 6.51% |
$11.1K - $12.9K
|
3.34K
$111K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
194+ 2.44% |
$10.5K - $12.2K
|
8.14K
$271K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
130+ 0.58% |
$7.05K - $8.2K
|
22.7K
$756K
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$5.43K - $6.31K
|
100
$3.33K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
100+ 0.49% |
$5.43K - $6.31K
|
20.4K
$679K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
83+ 26.27% |
$4.5K - $5.23K
|
399
$13.3K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
79+ 0.52% |
$4.29K - $4.98K
|
15.4K
$512K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 1.09% |
$2.71K - $3.15K
|
4.64K
$155K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
45+ 6.76% |
$2.44K - $2.84K
|
711
$23.7K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 2.21% |
$977 - $1.14K
|
834
$27.8K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
10New |
$543 - $631
|
10
$333
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6New |
$326 - $378
|
6
$200
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$54.3 - $63.1
|
17.4K
$581K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 2.5% |
$163 - $189
|
117
$3.9K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-13- 3.56% |
$705 - $820
|
352
$11.7K
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.42% |
$1.47K - $1.7K
|
6.36K
$212K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30- 0.37% |
$1.63K - $1.89K
|
8.1K
$270K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$1.9K - $2.21K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-35- 1.08% |
$1.9K - $2.21K
|
3.21K
$107K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42- 0.84% |
$2.28K - $2.65K
|
4.96K
$165K
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-83- 1.54% |
$4.5K - $5.23K
|
5.3K
$177K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-180- 2.92% |
$9.77K - $11.4K
|
5.98K
$199K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-197- 5.76% |
$10.7K - $12.4K
|
3.23K
$107K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-215- 0.49% |
$11.7K - $13.6K
|
44K
$1.47M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-218- 2.64% |
$11.8K - $13.7K
|
8.05K
$268K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-243- 1.5% |
$13.2K - $15.3K
|
15.9K
$530K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-278Closed |
$15.1K - $17.5K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-294- 2.88% |
$16K - $18.5K
|
9.91K
$330K
|