CPWM
Cypress Point Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
9,795
| – | – | 0.09% | 66 |
|
|
2025
Q1 | $318K | Hold |
9,795
| – | – | 0.1% | 59 |
|
|
2024
Q4 | $368K | Hold |
9,795
| – | – | 0.11% | 57 |
|
|
2024
Q3 | $313K | Hold |
9,795
| – | – | 0.12% | 67 |
|
|
2024
Q2 | $309K | Hold |
9,795
| – | – | 0.15% | 64 |
|
|
2024
Q1 | $341K | Buy |
+9,795
| New | +$341K | 0.17% | 58 |
|