Summit Wealth Group, LLC Wisdomtree Tr Cloud Computing Transaction History

Summit Wealth Group, LLC

$147 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	N/A	-300 Closed	0 $0
Q1 2021 May 11, 2021	BUY	N/A	300 New	300 $14,000

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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