Clarity Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Clarity Wealth 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
2022 Q4	–	Sell	-61,315	Closed	-$1.64M	–	71
2022 Q3	$1.64M	Sell	61,315 -2,932	-5%	-$87.8K	0.99%	25
2022 Q2	$1.8M	Sell	64,247 -5,697	-8%	-$185K	1.03%	25
2022 Q1	$2.86M	Sell	69,944 -1,030	-1%	-$43.3K	1.36%	22
2021 Q4	$3.68M	Buy	70,974 +1,178	+2%	+$68.3K	1.71%	18
2021 Q3	$4.02M	Buy	69,796 +2,854	+4%	+$167K	1.98%	19
2021 Q2	$3.74M	Buy	66,942 +2,827	+4%	+$143K	1.94%	18
2021 Q1	$3.09M	Buy	64,115 +2,950	+5%	+$158K	1.76%	19
2020 Q4	$3.28M	Buy	61,165 +5,957	+11%	+$284K	1.99%	16
2020 Q3	$2.36M	Buy	55,208 +15,641	+40%	+$645K	1.69%	18
2020 Q2	$1.54M	Buy	+39,567	New	+$1.25M	1.22%	27

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Clarity Wealth Advisors's WCLD Position: Q4 2022 in Review

Clarity Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 61,315 shares — an estimated $1.64M sold.

Clarity Wealth Advisors first reported a position in WCLD in Q2 2020 and held it in 10 quarters. The position peaked at $4.02M in Q3 2021. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

Clarity Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
Clarity Wealth Advisors sold 61,315 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $1.64M.
Clarity Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 10 quarters.
Clarity Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $4.02M in Q3 2021.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Clarity Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.