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Financial Freedom LLC’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Financial Freedom LLC’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
2023
Q3 		– Sell
-429
Closed -$13.6K – 411
2023
Q2 		$13.6K Hold
429
– – 0.01% 247
2023
Q1 		$12.7K Sell
429
-2,081
-83% -$58.3K 0.01% 242
2022
Q4 		$63K Buy
+2,510
New +$64.4K 0.04% 136

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 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
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Financial Freedom LLC's WCLD Position: Q3 2023 in Review

Financial Freedom LLC sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2023, closing a stake of 429 shares — an estimated $13.6K sold.

Financial Freedom LLC first reported a position in WCLD in Q4 2022 and held it in 3 quarters. The position peaked at $63K in Q4 2022. 125 funds tracked by Wall St. Rank hold WCLD as of Q3 2023.

  • Financial Freedom LLC reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 429 WisdomTree Cloud Computing Fund shares in Q3 2023, an estimated $13.6K.
  • Financial Freedom LLC first reported a position in WisdomTree Cloud Computing Fund in Q4 2022 and held it in 3 quarters.
  • Financial Freedom LLC's WisdomTree Cloud Computing Fund position peaked at $63K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2023.

Based on Financial Freedom LLC's 13F filing for Q3 2023, filed 6 Nov 2023.