CW
WCLD

CreativeOne Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

CreativeOne 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
2024
Q3 		– Sell
-40,958
Closed -$1.29M – 985
2024
Q2 		$1.29M Buy
40,958
+2,614
+7% +$83.5K 0.07% 272
2024
Q1 		$1.33M Buy
+38,344
New +$1.34M 0.05% 315

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CreativeOne Wealth's WCLD Position: Q3 2024 in Review

CreativeOne Wealth sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2024, closing a stake of 40,958 shares — an estimated $1.29M sold.

CreativeOne Wealth first reported a position in WCLD in Q1 2024 and held it in 2 quarters. The position peaked at $1.33M in Q1 2024. 102 funds tracked by Wall St. Rank hold WCLD as of Q3 2024.

  • CreativeOne Wealth reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 40,958 WisdomTree Cloud Computing Fund shares in Q3 2024, an estimated $1.29M.
  • CreativeOne Wealth first reported a position in WisdomTree Cloud Computing Fund in Q1 2024 and held it in 2 quarters.
  • CreativeOne Wealth's WisdomTree Cloud Computing Fund position peaked at $1.33M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2024.

Based on CreativeOne Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.