Atria Wealth Solutions’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-6,571	Closed	-$229K	–	2073
2024 Q1	$229K	Sell	6,571 -220	-3%	-$7.67K	﹤0.01%	1735
2023 Q4	$237K	Sell	6,791 -544	-7%	-$16.7K	﹤0.01%	1668
2023 Q3	$217K	Sell	7,335 -720	-9%	-$22.7K	﹤0.01%	1646
2023 Q2	$255K	Buy	8,055 +10	+0.1%	+$290	﹤0.01%	1540
2023 Q1	$239K	Buy	+8,045	New	+$225K	﹤0.01%	1560
2022 Q4	–	Sell	-8,819	Closed	-$235K	–	1890
2022 Q3	$235K	Buy	+8,819	New	+$264K	﹤0.01%	1459
2022 Q2	–	Sell	-6,328	Closed	-$259K	–	1903
2022 Q1	$259K	Buy	+6,328	New	+$266K	﹤0.01%	1403

Other funds holding WCLD

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 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

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

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Atria Wealth Solutions's WCLD Position: Q2 2024 in Review

Atria Wealth Solutions sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 6,571 shares — an estimated $229K sold.

Atria Wealth Solutions first reported a position in WCLD in Q1 2022 and held it in 7 quarters. The position peaked at $259K in Q1 2022. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

Atria Wealth Solutions reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 6,571 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $229K.
Atria Wealth Solutions first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's WisdomTree Cloud Computing Fund position peaked at $259K in Q1 2022.
112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.