CAL
WCLD

Capital Analysts LLC’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Capital Analysts 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
Q4 		– Sell
-44
Closed -$1K – 1167
2022
Q3 		$1K Hold
44
– – ﹤0.01% 1082
2022
Q2 		$1K Hold
44
– – ﹤0.01% 1003
2022
Q1 		$2K Hold
44
– – ﹤0.01% 887
2021
Q4 		$2K Buy
+44
New +$2.55K ﹤0.01% 963
2020
Q4 		– Sell
-20,700
Closed -$885K – 816
2020
Q3 		$885K Buy
20,700
+4,350
+27% +$179K 0.08% 164
2020
Q2 		$637K Buy
+16,350
New +$517K 0.07% 170

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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
JM
Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Analysts LLC's WCLD Position: Q4 2022 in Review

Capital Analysts LLC sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 44 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in WCLD in Q2 2020 and held it in 6 quarters. The position peaked at $885K in Q3 2020. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

  • Capital Analysts LLC reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 44 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $1K.
  • Capital Analysts LLC first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 6 quarters.
  • Capital Analysts LLC's WisdomTree Cloud Computing Fund position peaked at $885K in Q3 2020.
  • 128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.