ICA Group Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

ICA Group 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
2024 Q2	$8.69K	Sell	275 -4,710	-94%	-$151K	0.01%	512
2024 Q1	$174K	Sell	4,985 -80	-2%	-$2.79K	0.03%	303
2023 Q4	$177K	Buy	+5,065	New	+$155K	0.04%	275
2023 Q3	–	Sell	-5,865	Closed	-$186K	–	1230
2023 Q2	$186K	Sell	5,865 -470	-7%	-$13.6K	0.05%	238
2023 Q1	$188K	Sell	6,335 -200	-3%	-$5.6K	0.04%	247
2022 Q4	$164K	Sell	6,535 -1,127	-15%	-$28.9K	0.04%	279
2022 Q3	$204K	Hold	7,662	–	–	0.04%	338
2022 Q2	$240K	Hold	7,662	–	–	0.04%	324
2022 Q1	$236K	Buy	+7,662	New	+$322K	0.04%	324

Other funds holding WCLD

JP Morgan Chase New York $1.56T AUM 27.86% 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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

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

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

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

ICA Group Wealth Management's WCLD Position: Q2 2024 in Review

ICA Group Wealth Management reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 94% in Q2 2024, selling an estimated $151K and leaving 275 shares worth $8.69K. The position accounts for 0.01% of the portfolio, ranked #512.

ICA Group Wealth Management first reported a position in WCLD in Q1 2022 and has held it in 9 quarters since. The position peaked at $240K in Q2 2022. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

ICA Group Wealth Management held 275 shares of WisdomTree Cloud Computing Fund worth $8.69K as of Q2 2024.
ICA Group Wealth Management sold 4,710 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $151K.
WisdomTree Cloud Computing Fund made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #512 holding.
ICA Group Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's WisdomTree Cloud Computing Fund position peaked at $240K in Q2 2022.
112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.