Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q3 2024. 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 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
38.9KNew |
$1.12M - $1.27M
|
38.9K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.8KNew |
$717K - $810K
|
24.8K
$827K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$305K - $345K
|
10.6K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.95K+ 3096.25% |
$143K - $162K
|
5.11K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.04K+ 0.78% |
$30K - $33.8K
|
135K
$4.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
439+ 6.87% |
$12.7K - $14.3K
|
6.83K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
305+ 58.32% |
$8.81K - $9.95K
|
828
$27.6K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
180+ 1.38% |
$5.2K - $5.87K
|
13.2K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
138+ 1.18% |
$3.99K - $4.5K
|
11.9K
$396K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.15% |
$347 - $391
|
8.13K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.45% |
$57.8 - $65.2
|
441
$14.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-35- 0.27% |
$1.01K - $1.14K
|
13K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 91.76% |
$2.25K - $2.54K
|
7
$233
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-130- 56.52% |
$3.75K - $4.24K
|
100
$3.33K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-203- 1.13% |
$5.86K - $6.62K
|
17.8K
$592K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-275- 0.86% |
$7.94K - $8.97K
|
31.8K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-428- 2.8% |
$12.4K - $14K
|
14.8K
$494K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-474- 36.63% |
$13.7K - $15.5K
|
820
$27.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-984- 10.83% |
$28.4K - $32.1K
|
8.1K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.27K- 11.87% |
$36.7K - $41.4K
|
9.43K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.65K- 19.34% |
$47.6K - $53.7K
|
6.87K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.7K- 9.12% |
$49.1K - $55.4K
|
16.9K
$565K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.16K- 10.22% |
$62.3K - $70.3K
|
18.9K
$631K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-16.4K- 4.81% |
$472K - $533K
|
324K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 51.26% |
$536K - $605K
|
17.6K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-529K- 95.11% |
$15.3M - $17.2M
|
27.2K
$906K
|