EFS
WCLD

Essex Financial Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Essex Financial Services’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
Q2 		– Sell
-14,642
Closed -$599K – 528
2022
Q1 		$599K Buy
14,642
+9,939
+211% +$418K 0.06% 263
2021
Q4 		$244K Hold
4,703
– – 0.02% 417
2021
Q3 		$271K Buy
+4,703
New +$275K 0.03% 365

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Essex Financial Services's WCLD Position: Q2 2022 in Review

Essex Financial Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 14,642 shares — an estimated $599K sold.

Essex Financial Services first reported a position in WCLD in Q3 2021 and held it in 3 quarters. The position peaked at $599K in Q1 2022. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

  • Essex Financial Services reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 14,642 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $599K.
  • Essex Financial Services first reported a position in WisdomTree Cloud Computing Fund in Q3 2021 and held it in 3 quarters.
  • Essex Financial Services's WisdomTree Cloud Computing Fund position peaked at $599K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.