AWM
WCLD

Activest Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Activest Wealth Management’s Portfolio WCLD Stock Details WCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-942
Closed -$48.6K – 568
2022
Q4 		$48.6K Hold
942
– – 0.01% 186
2022
Q3 		$49K Buy
+942
New +$28.2K 0.02% 182

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Activest Wealth Management's WCLD Position: Q1 2023 in Review

Activest Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 942 shares — an estimated $48.6K sold.

Activest Wealth Management first reported a position in WCLD in Q3 2022 and held it in 2 quarters. The position peaked at $49K in Q3 2022. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

  • Activest Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 942 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $48.6K.
  • Activest Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's WisdomTree Cloud Computing Fund position peaked at $49K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.