AJ Wealth Strategies’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

AJ Wealth Strategies’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 Q2	$761K	Hold	24,010	–	–	0.04%	148
2023 Q1	$713K	Sell	24,010 -45,285	-65%	-$1.27M	0.04%	147
2022 Q4	$1.74M	Buy	69,295 +42,507	+159%	+$1.09M	0.09%	96
2022 Q3	$714K	Sell	26,788 -355	-1%	-$10.6K	0.04%	153
2022 Q2	$761K	Sell	27,143 -135,702	-83%	-$4.4M	0.04%	150
2022 Q1	$6.66M	Buy	162,845 +62,574	+62%	+$2.63M	0.33%	42
2021 Q4	$5.2M	Buy	100,271 +88,705	+767%	+$5.15M	0.25%	48
2021 Q3	$666K	Buy	11,566 +1,209	+12%	+$70.8K	0.04%	160
2021 Q2	$579K	Buy	10,357 +1,100	+12%	+$55.8K	0.03%	168
2021 Q1	$446K	Buy	9,257 +1,890	+26%	+$101K	0.03%	173
2020 Q4	$395K	Buy	+7,367	New	+$351K	0.03%	162

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJ Wealth Strategies's WCLD Position: Q2 2023 in Review

AJ Wealth Strategies held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2023 at 24,010 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #148.

AJ Wealth Strategies first reported a position in WCLD in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.66M in Q1 2022. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

AJ Wealth Strategies held 24,010 shares of WisdomTree Cloud Computing Fund worth $761K as of Q2 2023.
AJ Wealth Strategies left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2023.
WisdomTree Cloud Computing Fund made up 0.04% of AJ Wealth Strategies's portfolio in Q2 2023, its #148 holding.
AJ Wealth Strategies first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's WisdomTree Cloud Computing Fund position peaked at $6.66M in Q1 2022.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.