Avantax Advisory Services, Inc. Wisdomtree Tr Cloud Computing Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$33.58 - $51.3 $169,310 - $258,654	-5,042 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$49.99 - $65.33 $4,499 - $5,879	90 Added 1.82%	5,042 $261,000
Q3 2021 Oct 21, 2021	BUY	$54.26 - $63.07 $65,763 - $76,440	1,212 Added 32.41%	4,952 $286,000
Q2 2021 Jul 29, 2021	SELL	$44.5 - $57.05 $20,025 - $25,672	-450 Reduced 10.74%	3,740 $207,000
Q1 2021 May 13, 2021	SELL	$46.25 - $60.4 $301,180 - $393,324	-6,512 Reduced 60.85%	4,190 $200,000
Q4 2020 Jan 22, 2021	SELL	$41.46 - $57.2 $584,047 - $805,776	-14,087 Reduced 56.83%	10,702 $574,000
Q3 2020 Oct 14, 2020	BUY	$38.44 - $47.05 $505,332 - $618,519	13,146 Added 112.91%	24,789 $1.06 Million
Q2 2020 Aug 06, 2020	BUY	$22.06 - $39.04 $256,844 - $454,542	11,643 New	11,643 $456,000

Others Institutions Holding WCLD

# of Institutions

124

Shares Held

6.14M

Call Options Held

10.9K

Put Options Held

4.6K

Jpmorgan Chase & CO New York, NY

596K
Shares

$19 Million
0.0% of portfolio
Meitav Dash Investments LTD

556K
Shares

$17.8 Million
0.32% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

385K
Shares

$12.3 Million
1.13% of portfolio
Endurance Services LTD Purchase, NY

355K
Shares

$11.3 Million
2.38% of portfolio
Selective Wealth Management, Inc.

340K
Shares

$10.9 Million
4.81% of portfolio

About WISDOMTREE TR CLOUD COMPUTING

Ticker WCLD
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