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Colonial Trust Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Colonial Trust 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
-180
Closed -$6.29K – 1088
2023
Q4 		$6.29K Hold
180
– – ﹤0.01% 577
2023
Q3 		$5.33K Hold
180
– – ﹤0.01% 599
2023
Q2 		$5.71K Hold
180
– – ﹤0.01% 609
2023
Q1 		$5.35K Hold
180
– – ﹤0.01% 610
2022
Q4 		$4.51K Buy
+180
New +$4.62K ﹤0.01% 635

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust Advisors's WCLD Position: Q1 2024 in Review

Colonial Trust Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 180 shares — an estimated $6.29K sold.

Colonial Trust Advisors first reported a position in WCLD in Q4 2022 and held it in 5 quarters. The position peaked at $6.29K in Q4 2023. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

  • Colonial Trust Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 180 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $6.29K.
  • Colonial Trust Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2022 and held it in 5 quarters.
  • Colonial Trust Advisors's WisdomTree Cloud Computing Fund position peaked at $6.29K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Colonial Trust Advisors's 13F filing for Q1 2024, filed 14 May 2024.