Selective Wealth Management, Inc. Wisdomtree Tr Cloud Computing Transaction History

Selective Wealth Management, Inc.

$233 Million
Q1 2024

A detailed history of Selective Wealth Management, Inc. transactions in Wisdomtree Tr Cloud Computing stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 352,800 shares of WCLD stock, worth $11.1 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares

352,800

Previous 358,111 1.48%

Holding current value

$11.1 Million

Previous $12.5 Million 1.85%

% of portfolio

5.26%

Previous 6.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$32.49 - $37.05 $172,554 - $196,772	-5,311 Reduced 1.48%	352,800 $12.3 Million
Q4 2023 Jan 05, 2024	BUY	$26.89 - $35.58 $328,058 - $434,076	12,200 Added 3.53%	358,111 $12.5 Million
Q3 2023 Oct 10, 2023	SELL	$28.67 - $34.49 $215,025 - $258,675	-7,500 Reduced 2.12%	345,911 $10.2 Million
Q2 2023 Jul 11, 2023	BUY	$25.4 - $32.98 $842,365 - $1.09 Million	33,164 Added 10.36%	353,411 $11.2 Million
Q4 2022 Jan 23, 2023	BUY	$22.93 - $27.62 $5.8 Million - $6.99 Million	253,038 Added 376.49%	320,247 $0

Q3 2022 Oct 21, 2022	BUY	N/A	67,009 Added 33504.5%	67,209 $1.79 Million
Q2 2021 Aug 04, 2021	BUY	N/A	200 New	200 $0

Others Institutions Holding WCLD

# of Institutions

129

Shares Held

6.57M

Call Options Held

71.5K

Put Options Held

18.1K

View Full List

About WISDOMTREE TR CLOUD COMPUTING

Ticker WCLD
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Selective Wealth Management, Inc. Wisdomtree Tr Cloud Computing Transaction History