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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 $14.9B AUM 46.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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.