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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.04KClosed |
$169K - $259K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-39.4KClosed |
$1.32M - $2.02M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-761Closed |
$25.6K - $39K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2Closed |
$67.2 - $103
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.84KClosed |
$263K - $402K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33New |
$1.11K - $1.69K
|
33
$1.31K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.46KClosed |
$284K - $434K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-23.1KClosed |
$774K - $1.18M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-350Closed |
$11.8K - $18K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.92KClosed |
$132K - $201K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-121- 20.54% |
$4.06K - $6.21K
|
468
$18.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
18.7KNew |
$629K - $961K
|
18.7K
$741K
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
SELL
|
- |
-4.48KClosed |
$151K - $230K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103Closed |
$3.46K - $5.28K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.54K- 42.19% |
$427K - $558K
|
11.7K
$463K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-772Closed |
$38.6K - $50.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3KClosed |
$65.1K - $85.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$586K - $766K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-180KClosed |
$9M - $11.8M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
44New |
$2.2K - $2.87K
|
44
$1.74K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-16.9KClosed |
$847K - $1.11M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
400New |
$20K - $26.1K
|
400
$15.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-75Closed |
$3.75K - $4.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
462+ 1.19% |
$23.1K - $30.2K
|
39.3K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.24KClosed |
$462K - $604K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6Closed |
$300 - $392
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.5KClosed |
$175K - $229K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.02KClosed |
$201K - $262K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-10Closed |
$500 - $653
|
0
$0
|
|
| Q3 2021 | |||||||
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$5.43K - $6.31K
|
100
$3.96K
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.32KClosed |
$180K - $209K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.25KClosed |
$339K - $394K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-500Closed |
$27.1K - $31.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-300Closed |
$16.3K - $18.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-64.5KClosed |
$3.5M - $4.07M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75.2KNew |
$4.08M - $4.74M
|
75.2K
$2.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-332Closed |
$18K - $20.9K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-997- 17.47% |
$54.1K - $62.9K
|
4.71K
$186K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
83+ 26.27% |
$4.5K - $5.23K
|
399
$15.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$1.9K - $2.21K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-3.6KClosed |
$195K - $227K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-758Closed |
$33.7K - $43.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Center Lake Capital Management, LLC
New York, NY |
SELL
|
- |
-250KClosed |
$11.1M - $14.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-36.5KClosed |
$1.62M - $2.08M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1KClosed |
$44.5K - $57.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-16.2KClosed |
$722K - $925K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
16.7K+ 4.54% |
$744K - $954K
|
385K
$15.2M
|
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-10.8KClosed |
$481K - $617K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.78KClosed |
$213K - $273K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$92K - $118K
|
0
$0
|
|