Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CLOUD COMPUTING .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
410KNew |
$13.3M - $15.2M
|
410K
$16M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
255K+ 81.54% |
$8.28M - $9.44M
|
567K
$22.1M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 594.03% |
$3.72M - $4.24M
|
134K
$5.21M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
73.9KNew |
$2.4M - $2.74M
|
73.9K
$2.88M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8KNew |
$1.98M - $2.25M
|
60.8K
$2.37M
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
47KNew |
$1.53M - $1.74M
|
47K
$1.83M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.9K+ 102.79% |
$1.52M - $1.74M
|
92.5K
$3.6M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.7K+ 124.39% |
$1.48M - $1.69M
|
82.4K
$3.21M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.41M - $1.61M
|
43.5K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.3KNew |
$1.25M - $1.42M
|
38.3K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 35.97% |
$1.13M - $1.29M
|
132K
$5.13M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.9K+ 16.47% |
$939K - $1.07M
|
204K
$7.96M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.6KNew |
$897K - $1.02M
|
27.6K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9K+ 74.09% |
$873K - $996K
|
63.1K
$2.46M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 124.99% |
$832K - $949K
|
46.1K
$1.79M
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 50.55% |
$703K - $801K
|
64.4K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 29.03% |
$676K - $771K
|
92.5K
$3.6M
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
13KNew |
$423K - $482K
|
13K
$506K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.6KNew |
$409K - $467K
|
12.6K
$491K
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.8KNew |
$318K - $363K
|
9.8K
$381K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8.43KNew |
$274K - $312K
|
8.43K
$328K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.19K+ 24.31% |
$266K - $303K
|
41.9K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.18KNew |
$266K - $303K
|
8.18K
$319K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.04K+ 3.22% |
$229K - $261K
|
226K
$8.78M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.03K+ 1.37% |
$65.9K - $75.1K
|
150K
$5.85M
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.94K+ 2.2% |
$63.1K - $72K
|
90.1K
$3.51M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 29.98% |
$54.1K - $61.7K
|
7.22K
$281K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.65KNew |
$53.7K - $61.3K
|
1.65K
$64.4K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.12KNew |
$36.3K - $41.3K
|
1.12K
$43.4K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.08KNew |
$35.2K - $40.1K
|
1.08K
$42.1K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.05KNew |
$34.2K - $39K
|
1.05K
$41K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
700+ 24.22% |
$22.7K - $25.9K
|
3.59K
$140K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
420+ 35.78% |
$13.6K - $15.6K
|
1.59K
$62.1K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
416+ 0.45% |
$13.5K - $15.4K
|
93.1K
$3.63M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
362+ 1.21% |
$11.8K - $13.4K
|
30.3K
$1.18M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
340+ 1.16% |
$11K - $12.6K
|
29.7K
$1.16M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
338New |
$11K - $12.5K
|
338
$13.2K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$9.75K - $11.1K
|
300
$11.7K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
282+ 0.67% |
$9.16K - $10.4K
|
42.1K
$1.64M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
185New |
$6.01K - $6.85K
|
185
$7.2K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$3.25K - $3.7K
|
100
$3.89K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90New |
$2.92K - $3.33K
|
90
$3.5K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 1.55% |
$1.92K - $2.19K
|
3.86K
$150K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50+ 0.64% |
$1.62K - $1.85K
|
7.87K
$306K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 1.05% |
$1.3K - $1.48K
|
3.86K
$150K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
33+ 0.44% |
$1.07K - $1.22K
|
7.52K
$293K
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.44% |
$227 - $259
|
479
$18.6K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22Closed |
$715 - $815
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-80- 1.58% |
$2.6K - $2.96K
|
4.99K
$194K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-98- 2.08% |
$3.18K - $3.63K
|
4.6K
$179K
|