Concourse Financial Group Securities’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Concourse Financial Group Securities’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	-230	Closed	-$6K	–	2355
2022 Q3	$6K	Hold	230	–	–	﹤0.01%	1625
2022 Q2	$6K	Hold	230	–	–	﹤0.01%	1817
2022 Q1	$9K	Sell	230 -988	-81%	-$41.6K	﹤0.01%	1731
2021 Q4	$63K	Hold	1,218	–	–	﹤0.01%	1196
2021 Q3	$70K	Hold	1,218	–	–	﹤0.01%	1163
2021 Q2	$68K	Hold	1,218	–	–	﹤0.01%	1165
2021 Q1	$59K	Buy	1,218 +98	+9%	+$5.24K	﹤0.01%	1165
2020 Q4	$60K	Buy	1,120 +264	+31%	+$12.6K	﹤0.01%	1097
2020 Q3	$37K	Buy	856 +230	+37%	+$9.48K	﹤0.01%	1174
2020 Q2	$24K	Buy	+626	New	+$19.8K	﹤0.01%	1242

Other funds holding WCLD

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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

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

JP Morgan Chase

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