Latest Institutional Transactions on Wisdomtree Tr Cloud Computing (WCLD)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Cloud Computing (WCLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
628+ 8.1% |
$17.8K - $23.1K
|
8.38K
$281K
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.1K+ 152.8% |
$456K - $590K
|
26.6K
$891K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6KNew |
$697K - $904K
|
24.6K
$824K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.4KNew |
$379K - $491K
|
13.4K
$447K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-633- 3.76% |
$17.9K - $23.2K
|
16.2K
$542K
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.35K- 14.16% |
$123K - $160K
|
26.4K
$883K
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-14K- 19.28% |
$396K - $513K
|
58.5K
$1.96M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
225+ 2.88% |
$6.37K - $8.26K
|
8.04K
$269K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-155- 1.08% |
$4.39K - $5.69K
|
14.3K
$477K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.56K- 10.27% |
$271K - $351K
|
83.5K
$2.8M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 250.0% |
$7.08K - $9.18K
|
350
$11.7K
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20K+ 10.73% |
$565K - $733K
|
206K
$6.89M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3K+ 9.68% |
$36.8K - $47.7K
|
14.7K
$493K
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.3K+ 32.9% |
$36.8K - $47.7K
|
5.25K
$176K
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-251- 1.7% |
$7.11K - $9.22K
|
14.5K
$486K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5K- 17.83% |
$142K - $184K
|
23.1K
$772K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-250- 3.24% |
$7.08K - $9.18K
|
7.46K
$250K
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.35K- 49.99% |
$95K - $123K
|
3.35K
$112K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 4.83% |
$8.5K - $11K
|
5.92K
$198K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.51K- 10.37% |
$99.6K - $129K
|
30.4K
$1.02M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 17.12% |
$57.2K - $74.1K
|
9.77K
$327K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-391- 67.76% |
$11.1K - $14.4K
|
186
$6.23K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.58K+ 85.43% |
$73.1K - $94.7K
|
5.6K
$187K
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.91K- 5.31% |
$54K - $70K
|
34K
$1.14M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
461+ 0.75% |
$13.1K - $16.9K
|
61.9K
$2.07M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.49K- 9.2% |
$42.2K - $54.7K
|
14.7K
$493K
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
34KNew |
$962K - $1.25M
|
34K
$1.14M
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8.11K- 47.83% |
$230K - $298K
|
8.84K
$296K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
456+ 3.1% |
$12.9K - $16.7K
|
15.2K
$508K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.76K+ 26.93% |
$49.9K - $64.7K
|
8.31K
$278K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 0.69% |
$1.42K - $1.84K
|
7.2K
$241K
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
129KNew |
$3.66M - $4.74M
|
129K
$4.32M
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
70+ 18.82% |
$1.98K - $2.57K
|
442
$14.8K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
105New |
$2.97K - $3.86K
|
105
$3.52K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.52K- 18.38% |
$43K - $55.8K
|
6.74K
$226K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-330- 5.79% |
$9.35K - $12.1K
|
5.37K
$180K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$28.3 - $36.7
|
1
$33.5
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-320- 2.16% |
$9.07K - $11.8K
|
14.5K
$485K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.63KNew |
$46K - $59.7K
|
1.63K
$54.4K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.81K- 42.02% |
$250K - $324K
|
12.2K
$407K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.72K+ 44.02% |
$48.8K - $63.2K
|
5.63K
$189K
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-720- 52.02% |
$20.4K - $26.4K
|
664
$22.2K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-8.71K- 2.87% |
$247K - $320K
|
295K
$9.88M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-242- 15.84% |
$6.86K - $8.89K
|
1.29K
$43.1K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
393K+ 183.07% |
$12.6M - $16.4M
|
608K
$20.4M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156K+ 454.69% |
$5M - $6.5M
|
191K
$6.38M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.1KNew |
$419K - $544K
|
13.1K
$438K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
863+ 10.96% |
$27.6K - $35.9K
|
8.74K
$293K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46.7KNew |
$1.5M - $1.94M
|
46.7K
$1.56M
|