CWM
WCLD

Curi Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-400
Closed -$11K – 696
2022
Q2 		$11K Hold
400
– – ﹤0.01% 368
2022
Q1 		$16K Hold
400
– – ﹤0.01% 308
2021
Q4 		$20K Buy
+400
New +$23.2K ﹤0.01% 253
2021
Q1 		– Sell
-325
Closed -$17K – 486
2020
Q4 		$17K Buy
+325
New +$15.5K 0.01% 212

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Curi Wealth Management's WCLD Position: Q3 2022 in Review

Curi Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2022, closing a stake of 400 shares — an estimated $11K sold.

Curi Wealth Management first reported a position in WCLD in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 126 funds tracked by Wall St. Rank hold WCLD as of Q3 2022.

  • Curi Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 400 WisdomTree Cloud Computing Fund shares in Q3 2022, an estimated $11K.
  • Curi Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's WisdomTree Cloud Computing Fund position peaked at $20K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.