B. Riley Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

B. Riley Wealth Advisors’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 Q2	–	Sell	-7,873	Closed	-$234K	–	1651
2023 Q1	$234K	Sell	7,873 -130	-2%	-$3.64K	0.01%	1210
2022 Q4	$201K	Buy	8,003 +293	+4%	+$7.52K	0.01%	1271
2022 Q3	$206K	Sell	7,710 -30	-0.4%	-$898	0.01%	1214
2022 Q2	$217K	Sell	7,740 -423	-5%	-$13.7K	0.01%	1019
2022 Q1	$334K	Sell	8,163 -45,472	-85%	-$1.91M	0.01%	959
2021 Q4	$2.78M	Buy	53,635 +1,674	+3%	+$97.1K	0.08%	269
2021 Q3	$2.99M	Sell	51,961 -2,501	-5%	-$146K	0.1%	249
2021 Q2	$3.04M	Sell	54,462 -3,835	-7%	-$194K	0.1%	242
2021 Q1	$2.81M	Buy	58,297 +5,239	+10%	+$280K	0.1%	233
2020 Q4	$2.84M	Sell	53,058 -31,735	-37%	-$1.51M	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	+$1.21M	0.1%	207

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

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

KHLMVGHM

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

SWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's WCLD Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2023, closing a stake of 7,873 shares — an estimated $234K sold.

B. Riley Wealth Advisors first reported a position in WCLD in Q2 2020 and held it in 12 quarters. The position peaked at $3.49M in Q3 2020. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

B. Riley Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,873 WisdomTree Cloud Computing Fund shares in Q2 2023, an estimated $234K.
B. Riley Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 12 quarters.
B. Riley Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $3.49M in Q3 2020.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.