Curi Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	BUY	N/A	400 New	400 $20,000
Q1 2021 Apr 29, 2021	SELL	N/A	-325 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	N/A	325 New	325 $17,000

Others Institutions Holding WCLD

# of Institutions

129

Shares Held

6.57M

Call Options Held

71.5K

Put Options Held

18.1K

Meitav Dash Investments LTD

573K
Shares

$18.1 Million
0.41% of portfolio
Jpmorgan Chase & CO New York, NY

567K
Shares

$17.9 Million
0.0% of portfolio
Summit Trail Advisors, LLC New York, NY

410K
Shares

$13 Million
0.38% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

385K
Shares

$12.2 Million
1.2% of portfolio
Endurance Services LTD Purchase, NY

355K
Shares

$11.2 Million
2.73% of portfolio

About WISDOMTREE TR CLOUD COMPUTING

Ticker WCLD
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