Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
54.2K+ 139.18% |
$1.69M - $2.25M
|
93.1K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.84KNew |
$182K - $242K
|
5.84K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.13K+ 9.85% |
$97.6K - $130K
|
34.9K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.05K+ 170.92% |
$64K - $85K
|
3.25K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.31K+ 19.2% |
$40.9K - $54.4K
|
8.14K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
736+ 7.81% |
$23K - $30.5K
|
10.2K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
623+ 5.9% |
$19.4K - $25.8K
|
11.2K
$465K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
280New |
$8.74K - $11.6K
|
280
$11.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
198+ 0.8% |
$6.18K - $8.21K
|
25K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
120+ 0.91% |
$3.74K - $4.98K
|
13.3K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$686 - $912
|
22
$915
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 12.2% |
$3.12K - $4.15K
|
720
$29.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-206- 24.88% |
$6.43K - $8.54K
|
622
$25.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-949- 15.04% |
$29.6K - $39.3K
|
5.36K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-4.73K- 31.84% |
$147K - $196K
|
10.1K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.94K- 5.67% |
$310K - $412K
|
165K
$6.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 3.47% |
$350K - $466K
|
313K
$13M
|