CA
WCLD

Cetera Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Cetera Advisors’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
Q1 		$1.6M Buy
46,090
+25,605
+125% +$892K 0.01% 924
2023
Q4 		$716K Buy
20,485
+316
+2% +$9.68K 0.01% 928
2023
Q3 		$598K Sell
20,169
-919
-4% -$29K 0.01% 964
2023
Q2 		$668K Buy
21,088
+787
+4% +$22.9K 0.01% 907
2023
Q1 		$603K Sell
20,301
-331
-2% -$9.27K 0.01% 929
2022
Q4 		$517K Sell
20,632
-2,781
-12% -$71.4K 0.01% 957
2022
Q3 		$624K Sell
23,413
-3,008
-11% -$90.1K 0.02% 688
2022
Q2 		$741K Sell
26,421
-5,588
-17% -$181K 0.02% 678
2022
Q1 		$1.31M Sell
32,009
-3,048
-9% -$128K 0.03% 522
2021
Q4 		$1.82M Buy
35,057
+557
+2% +$32.3K 0.04% 427
2021
Q3 		$1.99M Buy
34,500
+2,731
+9% +$160K 0.04% 413
2021
Q2 		$1.78M Sell
31,769
-2,702
-8% -$137K 0.04% 390
2021
Q1 		$1.66M Buy
34,471
+5,719
+20% +$306K 0.05% 361
2020
Q4 		$1.54M Buy
28,752
+12,566
+78% +$599K 0.05% 327
2020
Q3 		$692K Sell
16,186
-1,946
-11% -$80.2K 0.03% 459
2020
Q2 		$706K Buy
+18,132
New +$573K 0.03% 446

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's WCLD Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Cloud Computing Fund (WCLD) stake by 125% in Q1 2024, buying an estimated $892K and bringing the position to 46,090 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #924.

Cetera Advisors first reported a position in WCLD in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.99M in Q3 2021. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

  • Cetera Advisors held 46,090 shares of WisdomTree Cloud Computing Fund worth $1.6M as of Q1 2024.
  • Cetera Advisors bought 25,605 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $892K.
  • WisdomTree Cloud Computing Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #924 holding.
  • Cetera Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 16 quarters since.
  • Cetera Advisors's WisdomTree Cloud Computing Fund position peaked at $1.99M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.