CIAS
WCLD

CFS Investment Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

CFS Investment Advisory Services’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
-78,250
Closed -$3K – 273
2022
Q3 		$3K Buy
+78,250
New +$2.34M ﹤0.01% 152
2022
Q2 		– Sell
-119,971
Closed -$3K – 534
2022
Q1 		$3K Buy
+119,971
New +$5.05M 0.01% 261

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 $9.12B AUM 42.07% 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
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
JM
Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFS Investment Advisory Services's WCLD Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 78,250 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in WCLD in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 78,250 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's WisdomTree Cloud Computing Fund position peaked at $3K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.