Clear Point Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Clear Point 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 Q4	–	Sell	-12	Closed	-$383	–	530
2024 Q3	$383	Hold	12	–	–	﹤0.01%	513
2024 Q2	$379	Hold	12	–	–	﹤0.01%	509
2024 Q1	$418	Hold	12	–	–	﹤0.01%	509
2023 Q4	$420	Buy	+12	New	+$368	﹤0.01%	492

Other funds holding WCLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Clear Point Advisors's WCLD Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2024, closing a stake of 12 shares — an estimated $383 sold.

Clear Point Advisors first reported a position in WCLD in Q4 2023 and held it in 4 quarters. The position peaked at $420 in Q4 2023. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

Clear Point Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 12 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $383.
Clear Point Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's WisdomTree Cloud Computing Fund position peaked at $420 in Q4 2023.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.