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 |
|---|---|---|---|---|---|---|---|
|
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
$3.35K
|
|
|
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
$2.52M
|
|
|
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
$158K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
83+ 26.27% |
$4.5K - $5.23K
|
399
$13.4K
|
|
|
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
|
Center Lake Capital Management, LLC
New York, NY |
SELL
|
- |
-250KClosed |
$11.1M - $14.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1KClosed |
$44.5K - $57.1K
|
0
$0
|
|
|
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
|
Altshuler Shaham LTD
|
SELL
|
- |
-36.5KClosed |
$1.62M - $2.08M
|
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
$12.9M
|
|
|
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
|
Versant Capital Management, Inc
|
BUY
|
- |
225+ 128.57% |
$10K - $12.8K
|
400
$13.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$92K - $118K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-11Closed |
$490 - $628
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.76KClosed |
$212K - $271K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
100+ 24.39% |
$4.63K - $6.04K
|
510
$17.1K
|
|
|
Mar 18, 2022
Q1 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
6KNew |
$278K - $362K
|
6K
$201K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.1KClosed |
$190K - $248K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28.7KClosed |
$1.33M - $1.73M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-554Closed |
$25.6K - $33.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.81KClosed |
$83.6K - $109K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
22.9KNew |
$1.06M - $1.39M
|
22.9K
$768K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100Closed |
$4.63K - $6.04K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-319Closed |
$14.8K - $19.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$463 - $604
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-126Closed |
$5.83K - $7.61K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.7KClosed |
$773K - $1.01M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.14KClosed |
$376K - $492K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-5.86KClosed |
$271K - $354K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.68KClosed |
$216K - $282K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
PUT |
-16.1KClosed |
$745K - $972K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-16.3KClosed |
$754K - $985K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.85KClosed |
$456K - $595K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.3KClosed |
$60.1K - $78.5K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-100Closed |
$4.63K - $6.04K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$9.25K - $12.1K
|
200
$6.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.98KClosed |
$290K - $399K
|
0
$0
|
|