Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-191- 5.01% |
$5.14K - $6.8K
|
3.62K
$147K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-199- 27.72% |
$5.35K - $7.08K
|
519
$21.1K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-265- 5.34% |
$7.13K - $9.43K
|
4.7K
$191K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-344- 0.82% |
$9.25K - $12.2K
|
41.8K
$1.7M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-368- 91.77% |
$9.9K - $13.1K
|
33
$1.34K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-465- 1.56% |
$12.5K - $16.5K
|
29.4K
$1.19M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-544- 7.42% |
$14.6K - $19.4K
|
6.79K
$276K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-601- 95.55% |
$16.2K - $21.4K
|
28
$1.14K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-650Closed |
$17.5K - $23.1K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-700- 51.24% |
$18.8K - $24.9K
|
666
$27K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-710- 2.29% |
$19.1K - $25.3K
|
30.3K
$1.23M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-712- 4.98% |
$19.1K - $25.3K
|
13.6K
$551K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-765- 6.9% |
$20.6K - $27.2K
|
10.3K
$419K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-810- 26.52% |
$21.8K - $28.8K
|
2.24K
$91.1K
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.03K- 5.19% |
$27.8K - $36.7K
|
18.8K
$765K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.07K- 4.73% |
$28.8K - $38.1K
|
21.6K
$875K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.09K- 8.95% |
$29.3K - $38.7K
|
11.1K
$449K
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.33K- 14.89% |
$35.8K - $47.3K
|
7.6K
$308K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.33K- 14.89% |
$35.8K - $47.3K
|
7.6K
$308K
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.69K- 4.33% |
$45.5K - $60.2K
|
37.4K
$1.52M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.76K- 12.82% |
$47.4K - $62.8K
|
12K
$487K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 9.0% |
$51.3K - $67.9K
|
19.3K
$783K
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.95K- 22.21% |
$52.4K - $69.4K
|
6.83K
$277K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.1K- 55.26% |
$56.5K - $74.7K
|
1.7K
$69K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.4K- 86.11% |
$64.5K - $85.4K
|
387
$15.7K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.92K- 7.36% |
$78.5K - $104K
|
36.7K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.13K- 13.01% |
$84.2K - $111K
|
20.9K
$850K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.2K- 34.32% |
$86K - $114K
|
6.13K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.41K- 13.5% |
$91.6K - $121K
|
21.8K
$885K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.37K- 10.75% |
$118K - $155K
|
36.3K
$1.47M
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.9K- 5.64% |
$132K - $174K
|
82K
$3.33M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.07K- 11.77% |
$163K - $216K
|
45.5K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.59K- 12.6% |
$177K - $234K
|
45.7K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.53K- 53.25% |
$202K - $268K
|
6.61K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.71K- 3.41% |
$207K - $274K
|
219K
$8.87M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.04K- 18.87% |
$243K - $322K
|
38.9K
$1.58M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.6K- 22.32% |
$311K - $411K
|
40.2K
$1.63M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 11.14% |
$326K - $432K
|
96.8K
$3.93M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 25.27% |
$423K - $560K
|
46.6K
$1.89M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 32.79% |
$429K - $567K
|
32.7K
$1.33M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.3K- 20.75% |
$437K - $578K
|
62.1K
$2.52M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.1K- 41.69% |
$648K - $857K
|
33.7K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.6K- 37.27% |
$1.15M - $1.52M
|
71.7K
$2.91M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.6K- 62.81% |
$1.36M - $1.8M
|
29.9K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-61.5K- 16.46% |
$1.65M - $2.19M
|
312K
$12.7M
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-65.1K- 30.52% |
$1.75M - $2.32M
|
148K
$6.02M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.5K- 26.16% |
$2.27M - $3.01M
|
239K
$9.68M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-220K- 41.32% |
$5.92M - $7.83M
|
312K
$12.7M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-424K- 63.99% |
$11.4M - $15.1M
|
239K
$9.68M
|