BDO Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

BDO 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	$17.1K	Hold	540	–	–	﹤0.01%	600
2023 Q1	$16K	Hold	540	–	–	﹤0.01%	616
2022 Q4	$13.5K	Hold	540	–	–	﹤0.01%	641
2022 Q3	$14K	Sell	540 -1,005	-65%	-$30.1K	﹤0.01%	653
2022 Q2	$43K	Sell	1,545 -107	-6%	-$3.47K	0.01%	433
2022 Q1	$68K	Buy	1,652 +345	+26%	+$14.5K	0.01%	384
2021 Q4	$68K	Buy	1,307 +955	+271%	+$55.4K	0.01%	398
2021 Q3	$20K	Sell	352 -13	-4%	-$761	﹤0.01%	616
2021 Q2	$20K	Buy	365 +110	+43%	+$5.58K	﹤0.01%	630
2021 Q1	$12K	Buy	+255	New	+$13.6K	﹤0.01%	713

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

BDO Wealth Advisors's WCLD Position: Q2 2023 in Review

BDO Wealth Advisors held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2023 at 540 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

BDO Wealth Advisors first reported a position in WCLD in Q1 2021 and has held it in 10 quarters since. The position peaked at $68K in Q1 2022. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

BDO Wealth Advisors held 540 shares of WisdomTree Cloud Computing Fund worth $17.1K as of Q2 2023.
BDO Wealth Advisors left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2023.
WisdomTree Cloud Computing Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #600 holding.
BDO Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $68K in Q1 2022.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.