AE Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.13K | Hold |
59
| – | – | ﹤0.01% | 2039 |
|
2025
Q1 | $1.92K | Hold |
59
| – | – | ﹤0.01% | 2035 |
|
2024
Q4 | $2.21K | Buy |
+59
| New | +$2.21K | ﹤0.01% | 1991 |
|
2024
Q1 | – | Sell |
-45,696
| Closed | -$1.6M | – | 1982 |
|
2023
Q4 | $1.6M | Sell |
45,696
-6,586
| -13% | -$230K | 0.01% | 980 |
|
2023
Q3 | $1.55M | Buy |
52,282
+10,314
| +25% | +$306K | 0.01% | 930 |
|
2023
Q2 | $1.33M | Sell |
41,968
-11,556
| -22% | -$366K | 0.01% | 978 |
|
2023
Q1 | $1.59M | Buy |
53,524
+13,697
| +34% | +$407K | 0.01% | 876 |
|
2022
Q4 | $999K | Sell |
39,827
-12,229
| -23% | -$307K | 0.01% | 980 |
|
2022
Q3 | $1.39M | Sell |
52,056
-1,890
| -4% | -$50.4K | 0.01% | 818 |
|
2022
Q2 | $1.51M | Buy |
53,946
+615
| +1% | +$17.2K | 0.01% | 756 |
|
2022
Q1 | $2.18M | Buy |
53,331
+29,144
| +120% | +$1.19M | 0.02% | 683 |
|
2021
Q4 | $1.25M | Buy |
+24,187
| New | +$1.25M | 0.01% | 852 |
|
2020
Q3 | – | Sell |
-117,576
| Closed | -$4.58M | – | 1372 |
|
2020
Q2 | $4.58M | Buy |
+117,576
| New | +$4.58M | 0.07% | 231 |
|