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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$311K - $374K
|
10.8K
$429K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-300- 0.36% |
$8.6K - $10.3K
|
82.5K
$3.27M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.9KNew |
$627K - $754K
|
21.9K
$866K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-140- 15.93% |
$4.01K - $4.83K
|
739
$29.2K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
68.1K+ 111.55% |
$1.95M - $2.35M
|
129K
$5.11M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
146New |
$4.19K - $5.04K
|
146
$5.78K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$34.3K - $41.3K
|
1.2K
$47.3K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$201 - $241
|
7
$277
|
|
Q2 2023 | |||||||
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
75New |
$1.91K - $2.47K
|
75
$2.97K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.87K+ 60.92% |
$124K - $161K
|
12.9K
$509K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.7K+ 16.54% |
$298K - $387K
|
82.8K
$3.28M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-9- 4.31% |
$229 - $297
|
200
$7.92K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.54K - $3.3K
|
100
$3.96K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-870- 68.77% |
$22.1K - $28.7K
|
395
$15.6K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16.2KNew |
$412K - $535K
|
16.2K
$642K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-23- 6.2% |
$584 - $759
|
348
$13.8K
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-355- 4.71% |
$9.02K - $11.7K
|
7.18K
$284K
|
|
Q1 2023 | |||||||
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$243K - $321K
|
10.2K
$404K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$2.34K - $3.09K
|
98
$3.88K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-130- 1.62% |
$3.1K - $4.09K
|
7.87K
$312K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.5K+ 54.25% |
$323K - $426K
|
38.5K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.55K- 16.58% |
$60.8K - $80.3K
|
12.8K
$508K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.55KNew |
$60.7K - $80.1K
|
2.55K
$101K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370New |
$8.82K - $11.7K
|
370
$14.6K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$2.38K - $3.15K
|
100
$3.96K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
85New |
$2.03K - $2.68K
|
85
$3.36K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
8.38KNew |
$200K - $264K
|
8.38K
$332K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 82.91% |
$49.6K - $65.5K
|
429
$17K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-45.3K- 65.35% |
$1.08M - $1.43M
|
24K
$950K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.58KNew |
$61.5K - $81.2K
|
2.58K
$102K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15New |
$358 - $472
|
15
$594
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6.82KNew |
$163K - $215K
|
6.82K
$270K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
817New |
$19.5K - $25.7K
|
817
$32.3K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-238- 4.59% |
$5.46K - $6.87K
|
4.95K
$196K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
46.5KNew |
$1.07M - $1.34M
|
46.5K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
180New |
$4.13K - $5.2K
|
180
$7.12K
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
266KNew |
$6.09M - $7.67M
|
266K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
239KNew |
$5.47M - $6.89M
|
239K
$9.44M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6KNew |
$496K - $624K
|
21.6K
$856K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.3K+ 261.52% |
$649K - $817K
|
39.1K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$25.5K - $32.1K
|
1.11K
$44K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.85K+ 53.63% |
$42.5K - $53.5K
|
5.31K
$210K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
150KNew |
$3.44M - $4.33M
|
150K
$5.94M
|
|
Feb 09, 2023
Q4 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
269KNew |
$6.18M - $7.78M
|
269K
$10.7M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1.35K- 76.84% |
$31K - $39K
|
407
$16.1K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 12.71% |
$41.3K - $52K
|
12.4K
$490K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.2KNew |
$27.5K - $34.6K
|
1.2K
$47.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
180New |
$4.13K - $5.2K
|
180
$7.12K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
662+ 5.64% |
$15.2K - $19.1K
|
12.4K
$491K
|