Spire Wealth Management Wisdomtree Tr Cloud Computing Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$25.4 - $32.98 $228 - $296	-9 Reduced 4.31%	200 $6,000
Q1 2023 May 09, 2023	SELL	$23.84 - $31.49 $596 - $787	-25 Reduced 10.68%	209 $6,000
Q4 2022 Feb 03, 2023	SELL	$22.93 - $27.62 $60,787 - $73,220	-2,651 Reduced 91.89%	234 $6,000
Q3 2022 Nov 07, 2022	SELL	N/A	-9,135 Reduced 76.0%	2,885 $77,000
Q2 2022 Jul 22, 2022	SELL	N/A	-12,222 Reduced 50.42%	12,020 $337,000

Q1 2022 Apr 18, 2022	SELL	N/A	-17,236 Reduced 41.55%	24,242 $991,000
Q4 2021 Jan 14, 2022	SELL	N/A	-1,420 Reduced 3.31%	41,478 $2.15 Million
Q3 2021 Oct 22, 2021	SELL	N/A	-1,662 Reduced 3.73%	42,898 $2.47 Million
Q2 2021 Jul 26, 2021	SELL	N/A	-117,823 Reduced 72.56%	44,560 $2.49 Million
Q1 2021 May 21, 2021	BUY	N/A	162,195 Added 86273.94%	162,383 $7.82 Million
Q1 2021 May 07, 2021	BUY	N/A	188 New	188 $9,000

Others Institutions Holding WCLD

# of Institutions

131

Shares Held

6.57M

Call Options Held

71.5K

Put Options Held

18.1K

Meitav Dash Investments LTD

573K
Shares

$18.3 Million
0.41% of portfolio
Jpmorgan Chase & CO New York, NY

567K
Shares

$18.1 Million
0.0% of portfolio
Summit Trail Advisors, LLC New York, NY

410K
Shares

$13.1 Million
0.38% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

385K
Shares

$12.3 Million
1.2% of portfolio
Endurance Services LTD Purchase, NY

355K
Shares

$11.3 Million
2.73% of portfolio

About WISDOMTREE TR CLOUD COMPUTING

Ticker WCLD
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