B. Riley Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,873
| Closed | -$234K | – | 1651 |
|
|
2023
Q1 | $234K | Sell |
7,873
-130
| -2% | -$3.86K | 0.01% | 1210 |
|
|
2022
Q4 | $201K | Buy |
8,003
+293
| +4% | +$7.35K | 0.01% | 1271 |
|
|
2022
Q3 | $206K | Sell |
7,710
-30
| -0.4% | -$802 | 0.01% | 1214 |
|
|
2022
Q2 | $217K | Sell |
7,740
-423
| -5% | -$11.9K | 0.01% | 1019 |
|
|
2022
Q1 | $334K | Sell |
8,163
-45,472
| -85% | -$1.86M | 0.01% | 959 |
|
|
2021
Q4 | $2.78M | Buy |
53,635
+1,674
| +3% | +$86.8K | 0.08% | 269 |
|
|
2021
Q3 | $2.99M | Sell |
51,961
-2,501
| -5% | -$144K | 0.1% | 249 |
|
|
2021
Q2 | $3.04M | Sell |
54,462
-3,835
| -7% | -$214K | 0.1% | 242 |
|
|
2021
Q1 | $2.81M | Buy |
58,297
+5,239
| +10% | +$252K | 0.1% | 233 |
|
|
2020
Q4 | $2.84M | Sell |
53,058
-31,735
| -37% | -$1.7M | 0.15% | 154 |
|
|
2020
Q3 | $3.49M | Buy |
84,793
+46,544
| +122% | +$1.92M | 0.19% | 127 |
|
|
2020
Q2 | $1.49M | Buy |
+38,249
| New | +$1.49M | 0.1% | 207 |
|