Bogart Wealth LLC’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Bogart Wealth LLC’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
2022 Q2	–	Sell	-37	Closed	-$2K	–	993
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	714
2021 Q4	$2K	Buy	37 +7	+23%	+$406	﹤0.01%	680
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	656
2021 Q2	$2K	Buy	30 +3	+11%	+$152	﹤0.01%	620
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	615
2020 Q4	$1K	Buy	+27	New	+$1.29K	﹤0.01%	449

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

CCA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bogart Wealth LLC's WCLD Position: Q2 2022 in Review

Bogart Wealth LLC sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 37 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in WCLD in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

Bogart Wealth LLC reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
Bogart Wealth LLC sold 37 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $2K.
Bogart Wealth LLC first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 6 quarters.
Bogart Wealth LLC's WisdomTree Cloud Computing Fund position peaked at $2K in Q1 2022.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Bogart Wealth LLC's 13F filing for Q2 2022, filed 22 Jul 2022.