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Avior Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-348
Closed -$11K – 1681
2023
Q2 		$11K Sell
348
-23
-6% -$668 ﹤0.01% 1010
2023
Q1 		$11K Buy
+371
New +$10.4K ﹤0.01% 1035

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Avior Wealth Management's WCLD Position: Q3 2023 in Review

Avior Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2023, closing a stake of 348 shares — an estimated $11K sold.

Avior Wealth Management first reported a position in WCLD in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q2 2023. 125 funds tracked by Wall St. Rank hold WCLD as of Q3 2023.

  • Avior Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 348 WisdomTree Cloud Computing Fund shares in Q3 2023, an estimated $11K.
  • Avior Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's WisdomTree Cloud Computing Fund position peaked at $11K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.