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 $9.12B AUM 42.07% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 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. 127 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.
127 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.