DI
WCLD

Disciplined Investments’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-33
Closed -$1K – 1698
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1127
2022
Q2 		$1K Hold
33
– – ﹤0.01% 1163
2022
Q1 		$1K Buy
+33
New +$1.39K ﹤0.01% 1231

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
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
JM
Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's WCLD Position: Q4 2022 in Review

Disciplined Investments sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 33 shares — an estimated $1K sold.

Disciplined Investments first reported a position in WCLD in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

  • Disciplined Investments reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 33 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $1K.
  • Disciplined Investments first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's WisdomTree Cloud Computing Fund position peaked at $1K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.