Circle Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History

Circle Wealth Management, LLC

  • $4.03 Billion
  • Q1 2024

A detailed history of Circle Wealth Management, LLC transactions in Wisdomtree Tr Cloud Computing stock. As of the latest transaction made, Circle Wealth Management, LLC holds 9,989 shares of WCLD stock, worth $318,349. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,989
Previous 9,989 -0.0%
Holding current value
$318,349
Previous $349,000 0.57%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$26.89 - $35.58 $51,682 - $68,384
1,922 Added 23.83%
9,989 $349,000
Q1 2023

May 09, 2023
SELL
$23.84 - $31.49 $17,832 - $23,554
-748 Reduced 8.49%
8,067 $239,000
Q4 2022

Feb 13, 2023
SELL
$22.93 - $27.62 $26,919 - $32,425
-1,174 Reduced 11.75%
8,815 $221,000
Q2 2022

Aug 12, 2022
BUY
N/A
2,124 Added 27.01%
9,989 $280,000
Q1 2022

May 16, 2022
BUY
N/A
7,865 New
7,865 $322,000

Others Institutions Holding WCLD

# of Institutions
131
Shares Held
6.57M
Call Options Held
71.5K
Put Options Held
18.1K
View Full List

About WISDOMTREE TR CLOUD COMPUTING

WCLD Quotes by TradingView
  • Ticker WCLD
  • Sector ETFs
  • Industry ETFs
More about WCLD
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