Circle Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Circle Wealth Management’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 Q2	–	Sell	-9,989	Closed	-$348K	–	235
2024 Q1	$348K	Hold	9,989	–	–	0.01%	166
2023 Q4	$349K	Buy	9,989 +1,922	+24%	+$58.9K	0.01%	160
2023 Q3	$239K	Hold	8,067	–	–	0.01%	187
2023 Q2	$256K	Hold	8,067	–	–	0.03%	143
2023 Q1	$240K	Sell	8,067 -748	-8%	-$20.9K	0.03%	149
2022 Q4	$221K	Sell	8,815 -1,174	-12%	-$30.1K	0.03%	150
2022 Q3	$266K	Hold	9,989	–	–	0.04%	144
2022 Q2	$280K	Buy	9,989 +2,124	+27%	+$68.9K	0.04%	140
2022 Q1	$322K	Buy	+7,865	New	+$331K	0.04%	148

Other funds holding WCLD

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Circle Wealth Management's WCLD Position: Q2 2024 in Review

Circle Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 9,989 shares — an estimated $348K sold.

Circle Wealth Management first reported a position in WCLD in Q1 2022 and held it in 9 quarters. The position peaked at $349K in Q4 2023. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

Circle Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
Circle Wealth Management sold 9,989 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $348K.
Circle Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 9 quarters.
Circle Wealth Management's WisdomTree Cloud Computing Fund position peaked at $349K in Q4 2023.
112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Circle Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.