CA
WCLD

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

Claro 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 		– Sell
-9,502
Closed -$332K – 436
2023
Q4 		$332K Sell
9,502
-150
-2% -$4.6K 0.07% 271
2023
Q3 		$286K Sell
9,652
-115
-1% -$3.63K 0.07% 276
2023
Q2 		$310K Sell
9,767
-40
-0.4% -$1.16K 0.08% 259
2023
Q1 		$291K Buy
9,807
+150
+2% +$4.2K 0.09% 256
2022
Q4 		$242K Sell
9,657
-5,848
-38% -$150K 0.08% 249
2022
Q3 		$435K Hold
15,505
– – 0.17% 141
2022
Q2 		$435K Sell
15,505
-8,225
-35% -$267K 0.17% 141
2022
Q1 		$1.23M Hold
23,730
– – 0.44% 51
2021
Q4 		$1.23M Buy
23,730
+376
+2% +$21.8K 0.44% 51
2021
Q3 		$1.35M Buy
23,354
+640
+3% +$37.5K 0.57% 38
2021
Q2 		$1.27M Buy
22,714
+987
+5% +$50K 0.57% 43
2021
Q1 		$1.05M Sell
21,727
-30
-0.1% -$1.6K 0.53% 47
2020
Q4 		$1.17M Buy
21,757
+315
+1% +$15K 0.62% 39
2020
Q3 		$916K Buy
21,442
+2,661
+14% +$110K 0.58% 36
2020
Q2 		$732K Buy
+18,781
New +$594K 0.5% 54

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

Claro Advisors's WCLD Position: Q1 2024 in Review

Claro Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 9,502 shares — an estimated $332K sold.

Claro Advisors first reported a position in WCLD in Q2 2020 and held it in 15 quarters. The position peaked at $1.35M in Q3 2021. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

  • Claro Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
  • Claro Advisors sold 9,502 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $332K.
  • Claro Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 15 quarters.
  • Claro Advisors's WisdomTree Cloud Computing Fund position peaked at $1.35M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Claro Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.