Asset Dedication LLC’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Asset Dedication LLC’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
2026 Q2	$12.8K	Hold	399	–	–	﹤0.01%	739
2026 Q1	$10.9K	Hold	399	–	–	﹤0.01%	754
2025 Q4	$14K	Hold	399	–	–	﹤0.01%	727
2025 Q3	$14K	Hold	399	–	–	﹤0.01%	740
2025 Q2	$14.4K	Hold	399	–	–	﹤0.01%	759
2025 Q1	$12.9K	Hold	399	–	–	﹤0.01%	729
2024 Q4	$15K	Hold	399	–	–	﹤0.01%	704
2024 Q3	$12.8K	Hold	399	–	–	﹤0.01%	767
2024 Q2	$12.6K	Hold	399	–	–	﹤0.01%	779
2024 Q1	$14K	Hold	399	–	–	﹤0.01%	647
2023 Q4	$14K	Hold	399	–	–	﹤0.01%	635
2023 Q3	$12K	Hold	399	–	–	﹤0.01%	660
2023 Q2	$13K	Hold	399	–	–	﹤0.01%	637
2023 Q1	$12K	Hold	399	–	–	﹤0.01%	645
2022 Q4	$10K	Hold	399	–	–	﹤0.01%	662
2022 Q3	$11K	Hold	399	–	–	﹤0.01%	622
2022 Q2	$11K	Hold	399	–	–	﹤0.01%	341
2022 Q1	$16K	Hold	399	–	–	﹤0.01%	597
2021 Q4	$21K	Hold	399	–	–	﹤0.01%	537
2021 Q3	$23K	Buy	399 +83	+26%	+$4.86K	﹤0.01%	531
2021 Q2	$18K	Hold	316	–	–	﹤0.01%	540
2021 Q1	$15K	Hold	316	–	–	﹤0.01%	463
2020 Q4	$17K	Hold	316	–	–	﹤0.01%	488
2020 Q3	$14K	Hold	316	–	–	﹤0.01%	496
2020 Q2	$12K	Buy	+316	New	+$9.99K	﹤0.01%	435

Other funds holding WCLD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

SWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Asset Dedication LLC's WCLD Position: Q2 2026 in Review

Asset Dedication LLC held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 399 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Asset Dedication LLC first reported a position in WCLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $23K in Q3 2021. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Asset Dedication LLC held 399 shares of WisdomTree Cloud Computing Fund worth $12.8K as of Q2 2026.
Asset Dedication LLC left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #739 holding.
Asset Dedication LLC first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 25 quarters since.
Asset Dedication LLC's WisdomTree Cloud Computing Fund position peaked at $23K in Q3 2021.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.