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	–	1892
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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