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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22Closed |
$715 - $815
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-12.6K- 21.23% |
$409K - $467K
|
46.8K
$1.57M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.6KNew |
$897K - $1.02M
|
27.6K
$924K
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.8KNew |
$318K - $363K
|
9.8K
$328K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.04K- 8.7% |
$33.9K - $38.7K
|
11K
$367K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.41K- 14.83% |
$45.7K - $52.1K
|
8.08K
$270K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50+ 0.64% |
$1.62K - $1.85K
|
7.87K
$264K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.6KNew |
$409K - $467K
|
12.6K
$422K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90New |
$2.92K - $3.33K
|
90
$3.01K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27K- 76.19% |
$876K - $999K
|
8.43K
$282K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
416+ 0.45% |
$13.5K - $15.4K
|
93.1K
$3.12M
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12New |
$323 - $427
|
12
$402
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.1KNew |
$621K - $821K
|
23.1K
$773K
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.92K+ 23.83% |
$51.7K - $68.4K
|
9.99K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.53K- 53.25% |
$202K - $268K
|
6.61K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$5.38M - $7.12M
|
200K
$6.7M
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
355KNew |
$9.53M - $12.6M
|
355K
$11.9M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
198New |
$5.32K - $7.04K
|
198
$6.63K
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
25.2KNew |
$679K - $898K
|
25.2K
$845K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.84KNew |
$211K - $279K
|
7.84K
$263K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
8KNew |
$215K - $285K
|
8K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.2K- 34.32% |
$86K - $114K
|
6.13K
$205K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
180+ 206.9% |
$4.84K - $6.4K
|
267
$8.94K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-19- 2.92% |
$511 - $676
|
631
$21.1K
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.95K- 22.21% |
$52.4K - $69.4K
|
6.83K
$229K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-150- 1.55% |
$4.03K - $5.34K
|
9.5K
$318K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-300- 27.27% |
$8.07K - $10.7K
|
800
$26.8K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-601- 95.55% |
$16.2K - $21.4K
|
28
$937
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-660- 6.18% |
$18.9K - $22.8K
|
10K
$335K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-100- 0.66% |
$2.87K - $3.45K
|
15K
$502K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
111New |
$3.18K - $3.83K
|
111
$3.72K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6KNew |
$333K - $400K
|
11.6K
$388K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$311K - $374K
|
10.8K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$98.3K - $118K
|
3.43K
$115K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-300- 0.36% |
$8.6K - $10.3K
|
82.5K
$2.76M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.9KNew |
$627K - $754K
|
21.9K
$732K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-140- 15.93% |
$4.01K - $4.83K
|
739
$24.7K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
68.1K+ 111.55% |
$1.95M - $2.35M
|
129K
$4.32M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$34.3K - $41.3K
|
1.2K
$40K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$201 - $241
|
7
$234
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
146New |
$4.19K - $5.04K
|
146
$4.89K
|
|
Q2 2023 | |||||||
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
75New |
$1.91K - $2.47K
|
75
$2.51K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.87K+ 60.92% |
$124K - $161K
|
12.9K
$431K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.7K+ 16.54% |
$298K - $387K
|
82.8K
$2.77M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-9- 4.31% |
$229 - $297
|
200
$6.7K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.54K - $3.3K
|
100
$3.35K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16.2KNew |
$412K - $535K
|
16.2K
$543K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-23- 6.2% |
$584 - $759
|
348
$11.7K
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-355- 4.71% |
$9.02K - $11.7K
|
7.18K
$240K
|