Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.64KNew |
$281K - $318K
|
8.64K
$301K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.84K+ 80.02% |
$255K - $289K
|
17.6K
$615K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.89KNew |
$192K - $217K
|
5.89K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
248+ 0.73% |
$8.07K - $9.15K
|
34.2K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 6.15% |
$3.25K - $3.69K
|
1.73K
$60.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
45+ 10.18% |
$1.46K - $1.66K
|
487
$17K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-12- 11.43% |
$390 - $443
|
93
$3.25K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-57- 8.58% |
$1.85K - $2.1K
|
607
$21.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 53.57% |
$4.88K - $5.53K
|
130
$4.54K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-516- 3.19% |
$16.8K - $19K
|
15.7K
$547K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-692- 5.69% |
$22.5K - $25.5K
|
11.5K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-824- 8.43% |
$26.8K - $30.4K
|
8.95K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 8.23% |
$40.6K - $46.1K
|
13.9K
$486K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.7K- 5.34% |
$512K - $581K
|
279K
$9.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-127K- 76.69% |
$4.13M - $4.68M
|
38.6K
$1.35M
|