Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
393K+ 183.07% |
$12.6M - $16.4M
|
608K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156K+ 454.69% |
$5M - $6.5M
|
191K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
153K+ 40.95% |
$4.91M - $6.37M
|
528K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
60.9K+ 42.07% |
$1.95M - $2.53M
|
206K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46.7KNew |
$1.5M - $1.94M
|
46.7K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.5K+ 374.74% |
$977K - $1.27M
|
38.6K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29.2K+ 11.41% |
$934K - $1.21M
|
285K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
28.5KNew |
$913K - $1.19M
|
28.5K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.4KNew |
$430K - $558K
|
13.4K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.1KNew |
$419K - $544K
|
13.1K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 6.79% |
$378K - $491K
|
186K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.13K+ 5.39% |
$260K - $338K
|
159K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.71KNew |
$215K - $279K
|
6.71K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.55KNew |
$210K - $272K
|
6.55K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.87K+ 7.21% |
$156K - $203K
|
72.5K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.91KNew |
$125K - $163K
|
3.91K
$140K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.01K+ 43042.86% |
$96.5K - $125K
|
3.02K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.9KNew |
$92.9K - $121K
|
2.9K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.79K+ 56.3% |
$89.4K - $116K
|
7.75K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.72K+ 2.92% |
$87.2K - $113K
|
95.9K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.61KNew |
$51.5K - $66.8K
|
1.61K
$57.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.52K+ 9.96% |
$48.8K - $63.4K
|
16.8K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.45K+ 22.73% |
$46.4K - $60.2K
|
7.82K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.13K+ 35.78% |
$36.2K - $47.1K
|
4.3K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
979+ 2.81% |
$31.3K - $40.7K
|
35.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
863+ 10.96% |
$27.6K - $35.9K
|
8.74K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
755New |
$24.2K - $31.4K
|
755
$27.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
729+ 0.78% |
$23.3K - $30.3K
|
93.6K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
700+ 21.53% |
$22.4K - $29.1K
|
3.95K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
600New |
$19.2K - $24.9K
|
600
$21.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
493New |
$15.8K - $20.5K
|
493
$17.7K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
308+ 2.12% |
$9.86K - $12.8K
|
14.8K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280New |
$8.97K - $11.6K
|
280
$10K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
231+ 66.76% |
$7.4K - $9.6K
|
577
$20.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
230+ 3.08% |
$7.36K - $9.56K
|
7.71K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
213New |
$6.82K - $8.86K
|
213
$7.63K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
71New |
$2.27K - $2.95K
|
71
$2.54K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56+ 0.19% |
$1.79K - $2.33K
|
28.8K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.27% |
$1.38K - $1.79K
|
16.2K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 0.53% |
$640 - $832
|
3.78K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 10.0% |
$128 - $166
|
44
$1.58K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 3.05% |
$1.54K - $2K
|
1.53K
$54.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-69- 15.65% |
$2.21K - $2.87K
|
372
$13.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 10.42% |
$2.4K - $3.12K
|
645
$23.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186- 0.62% |
$5.96K - $7.73K
|
30K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-210- 13.17% |
$6.72K - $8.73K
|
1.38K
$49.6K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-241- 1.61% |
$7.72K - $10K
|
14.8K
$529K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 30.6% |
$8.01K - $10.4K
|
567
$20.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-330- 5.79% |
$10.6K - $13.7K
|
5.37K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-346- 1.21% |
$11.1K - $14.4K
|
28.2K
$1.01M
|