Carson Wealth (CWM LLC)’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Sell |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $754K | Sell |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q2 | $1.83M | Hold |
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|
2021
Q1 | $1.83M | Hold |
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|
2020
Q4 | $1.83M | Hold |
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|
2020
Q3 | $1.83M | Hold |
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|
2020
Q2 | $1.83M | Hold |
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|
2020
Q1 | $1.83M | Hold |
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|
2019
Q4 | $1.83M | Hold |
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|
2019
Q3 | $1.83M | Hold |
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|
2019
Q2 | $1.83M | Hold |
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|
2019
Q1 | $1.83M | Buy |
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