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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$243K - $321K
|
10.2K
$341K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-130- 1.62% |
$3.1K - $4.09K
|
7.87K
$264K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$2.34K - $3.09K
|
98
$3.28K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.55KNew |
$60.7K - $80.1K
|
2.55K
$85.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370New |
$8.82K - $11.7K
|
370
$12.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$2.38K - $3.15K
|
100
$3.35K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
85New |
$2.03K - $2.68K
|
85
$2.85K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
8.38KNew |
$200K - $264K
|
8.38K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 82.91% |
$49.6K - $65.5K
|
429
$14.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-45.3K- 65.35% |
$1.08M - $1.43M
|
24K
$804K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.58KNew |
$61.5K - $81.2K
|
2.58K
$86.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15New |
$358 - $472
|
15
$502
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6.82KNew |
$163K - $215K
|
6.82K
$228K
|
|
| 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
$166K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
46.5KNew |
$1.07M - $1.34M
|
46.5K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6KNew |
$496K - $624K
|
21.6K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
180New |
$4.13K - $5.2K
|
180
$6.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
239KNew |
$5.47M - $6.89M
|
239K
$7.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
150KNew |
$3.44M - $4.33M
|
150K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$25.5K - $32.1K
|
1.11K
$37.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.85K+ 53.63% |
$42.5K - $53.5K
|
5.31K
$178K
|
|
|
Feb 09, 2023
Q4 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
269KNew |
$6.18M - $7.78M
|
269K
$9.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1.35K- 76.84% |
$31K - $39K
|
407
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 12.71% |
$41.3K - $52K
|
12.4K
$414K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
180New |
$4.13K - $5.2K
|
180
$6.03K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
662+ 5.64% |
$15.2K - $19.1K
|
12.4K
$415K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
30.8KNew |
$707K - $891K
|
30.8K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 58.33% |
$4.01K - $5.05K
|
125
$4.19K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
111New |
$2.55K - $3.2K
|
111
$3.72K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-500- 94.34% |
$11.5K - $14.4K
|
30
$1K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.43KNew |
$193K - $243K
|
8.43K
$282K
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
37New |
$960 - $1.27K
|
37
$1.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.88K- 18.78% |
$48.7K - $64.6K
|
8.12K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.2KNew |
$343K - $455K
|
13.2K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-981- 10.21% |
$25.4K - $33.8K
|
8.62K
$289K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.59K - $3.44K
|
100
$3.35K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
38+ 0.51% |
$986 - $1.31K
|
7.52K
$252K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 8.65% |
$26.2K - $34.8K
|
12.7K
$425K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.01K- 65.05% |
$26.1K - $34.6K
|
540
$18.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 4.56% |
$76.1K - $101K
|
61.3K
$2.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
78.3KNew |
$2.03M - $2.69M
|
78.3K
$2.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.2K- 95.63% |
$109K - $145K
|
192
$6.43K
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.31K- 15.66% |
$112K - $148K
|
23.2K
$777K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
36+ 12.29% |
$934 - $1.24K
|
329
$11K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
942New |
$24.4K - $32.4K
|
942
$31.5K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10KNew |
$260K - $345K
|
10K
$336K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-650Closed |
$16.9K - $27.9K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.62KClosed |
$172K - $284K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.04KClosed |
$157K - $259K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.17KNew |
$186K - $308K
|
7.17K
$240K
|
|