AF
WCLD

Advisornet Financial’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-7
Closed -$207 – 2503
2023
Q3 		$207 Buy
+7
New +$221 ﹤0.01% 2131
2023
Q2 		– Sell
-115
Closed -$3.42K – 2506
2023
Q1 		$3.42K Buy
+115
New +$3.22K ﹤0.01% 1573
2020
Q4 		– Sell
-22,083
Closed -$944K – 1851
2020
Q3 		$944K Buy
22,083
+21,783
+7,261% +$898K 0.08% 226
2020
Q2 		$12K Buy
+300
New +$9.49K ﹤0.01% 1265

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Advisornet Financial's WCLD Position: Q4 2023 in Review

Advisornet Financial sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 7 shares — an estimated $207 sold.

Advisornet Financial first reported a position in WCLD in Q2 2020 and held it in 4 quarters. The position peaked at $944K in Q3 2020. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

  • Advisornet Financial reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 7 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $207.
  • Advisornet Financial first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 4 quarters.
  • Advisornet Financial's WisdomTree Cloud Computing Fund position peaked at $944K in Q3 2020.
  • 127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.