Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.87K+ 4.03% |
$93.4K - $122K
|
48.2K
$1.61M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.67K+ 3.22% |
$83.7K - $109K
|
53.6K
$1.79M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.53K+ 9.56% |
$76.3K - $99.8K
|
17.5K
$583K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.46K+ 6.74% |
$73.2K - $95.6K
|
23.2K
$772K
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$63.4K - $82.9K
|
1.27K
$42.3K
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 1.69% |
$58.9K - $77K
|
71K
$2.36M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
955+ 271.31% |
$47.7K - $62.4K
|
1.31K
$43.5K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
795+ 1.75% |
$39.7K - $51.9K
|
46.3K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
790+ 456.65% |
$39.5K - $51.6K
|
963
$32.1K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
762+ 17.12% |
$38.1K - $49.8K
|
5.21K
$174K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
761New |
$38K - $49.7K
|
761
$25.3K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
750+ 16.2% |
$37.5K - $49K
|
5.38K
$179K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
740New |
$37K - $48.3K
|
740
$24.6K
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
600+ 0.45% |
$30K - $39.2K
|
134K
$4.45M
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
580+ 1.35% |
$29K - $37.9K
|
43.6K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
557+ 1.61% |
$27.8K - $36.4K
|
35.1K
$1.17M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
500+ 10.87% |
$25K - $32.7K
|
5.1K
$170K
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
462+ 1.19% |
$23.1K - $30.2K
|
39.3K
$1.31M
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
400New |
$20K - $26.1K
|
400
$13.3K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
376+ 1.61% |
$18.8K - $24.6K
|
23.7K
$790K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
337New |
$16.8K - $22K
|
337
$11.2K
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
333+ 1.03% |
$16.6K - $21.8K
|
32.7K
$1.09M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
310New |
$15.5K - $20.3K
|
310
$10.3K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300+ 85.71% |
$15K - $19.6K
|
650
$21.7K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
265+ 1.61% |
$13.2K - $17.3K
|
16.7K
$558K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
202+ 7.21% |
$10.1K - $13.2K
|
3K
$100K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$10K - $13.1K
|
200
$6.66K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 0.1% |
$10K - $13.1K
|
193K
$6.44M
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
171+ 5.33% |
$8.55K - $11.2K
|
3.38K
$113K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
164+ 1.07% |
$8.2K - $10.7K
|
15.5K
$518K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
152+ 0.17% |
$7.6K - $9.93K
|
92.1K
$3.07M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122+ 0.21% |
$6.1K - $7.97K
|
58.8K
$1.96M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100+ 0.23% |
$5K - $6.53K
|
44.1K
$1.47M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
90+ 1.82% |
$4.5K - $5.88K
|
5.04K
$168K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
80+ 1.21% |
$4K - $5.23K
|
6.69K
$223K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
51+ 7.32% |
$2.55K - $3.33K
|
748
$24.9K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
44New |
$2.2K - $2.87K
|
44
$1.47K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39+ 0.25% |
$1.95K - $2.55K
|
16K
$532K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
36New |
$1.8K - $2.35K
|
36
$1.2K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33New |
$1.65K - $2.16K
|
33
$1.1K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 0.79% |
$1.25K - $1.63K
|
3.2K
$107K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22New |
$1.1K - $1.44K
|
22
$733
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 2.16% |
$900 - $1.18K
|
852
$28.4K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 23.33% |
$350 - $457
|
37
$1.23K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5+ 0.08% |
$250 - $327
|
5.99K
$199K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2New |
$100 - $131
|
2
$66.6
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$50 - $65.3
|
19.8K
$659K
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2- -0.0% |
$100 - $131
|
221K
$7.36M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-3- 0.08% |
$150 - $196
|
3.95K
$132K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6Closed |
$300 - $392
|
0
$0
|