CT
WCLD

Caldwell Trust’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Caldwell Trust’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
2024
Q4 		– Sell
-19
Closed -$607 – 731
2024
Q3 		$607 Sell
19
-296
-94% -$9.23K ﹤0.01% 695
2024
Q2 		$9.95K Sell
315
-100
-24% -$3.2K ﹤0.01% 611
2024
Q1 		$14.4K Hold
415
– – ﹤0.01% 591
2023
Q4 		$14.5K Sell
415
-275
-40% -$8.43K ﹤0.01% 579
2023
Q3 		$20.4K Sell
690
-499
-42% -$15.8K ﹤0.01% 539
2023
Q2 		$37.7K Sell
1,189
-400
-25% -$11.6K ﹤0.01% 488
2023
Q1 		$47.2K Sell
1,589
-150
-9% -$4.2K 0.01% 447
2022
Q4 		$43.6K Sell
1,739
-550
-24% -$14.1K 0.01% 441
2022
Q3 		$61K Sell
2,289
-509
-18% -$15.2K 0.01% 404
2022
Q2 		$78.4K Sell
2,798
-489
-15% -$15.9K 0.01% 381
2022
Q1 		$134K Sell
3,287
-120
-4% -$5.05K 0.02% 338
2021
Q4 		$177K Buy
3,407
+903
+36% +$52.4K 0.02% 303
2021
Q3 		$144K Buy
2,504
+130
+5% +$7.62K 0.02% 315
2021
Q2 		$133K Buy
2,374
+772
+48% +$39.1K 0.02% 323
2021
Q1 		$77.2K Buy
1,602
+746
+87% +$39.9K 0.01% 381
2020
Q4 		$45.9K Buy
856
+100
+13% +$4.77K 0.01% 430
2020
Q3 		$32.3K Buy
+756
New +$31.2K 0.01% 465

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return