Corient Private Wealth
WCLD

Corient Private Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Corient Private Wealth’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
2023
Q4 		– Sell
-21,875
Closed -$917K – 2357
2023
Q3 		$917K Buy
+21,875
New +$691K ﹤0.01% 1224
2023
Q1 		– Sell
-600
Closed -$15K – 2055
2022
Q4 		$15K Buy
+600
New +$15.4K ﹤0.01% 1675

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Corient Private Wealth's WCLD Position: Q4 2023 in Review

Corient Private Wealth sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 21,875 shares — an estimated $917K sold.

Corient Private Wealth first reported a position in WCLD in Q4 2022 and held it in 2 quarters. The position peaked at $917K in Q3 2023. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

  • Corient Private Wealth reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 21,875 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $917K.
  • Corient Private Wealth first reported a position in WisdomTree Cloud Computing Fund in Q4 2022 and held it in 2 quarters.
  • Corient Private Wealth's WisdomTree Cloud Computing Fund position peaked at $917K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.