Integrated Wealth Concepts’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,075
| Closed | -$424K | – | 2010 |
|
|
2025
Q1 | $424K | Buy |
+13,075
| New | +$424K | ﹤0.01% | 1222 |
|
|
2023
Q1 | – | Sell |
-39,124
| Closed | -$981K | – | 1389 |
|
|
2022
Q4 | $981K | Buy |
39,124
+28,302
| +262% | +$710K | 0.03% | 478 |
|
|
2022
Q3 | $289K | Buy |
10,822
+372
| +4% | +$9.93K | 0.01% | 750 |
|
|
2022
Q2 | $293K | Buy |
+10,450
| New | +$293K | 0.01% | 766 |
|
|
2022
Q1 | – | Sell |
-4,937
| Closed | -$256K | – | 1057 |
|
|
2021
Q4 | $256K | Sell |
4,937
-24
| -0.5% | -$1.24K | 0.01% | 848 |
|
|
2021
Q3 | $286K | Sell |
4,961
-42
| -0.8% | -$2.42K | 0.01% | 758 |
|
|
2021
Q2 | $280K | Sell |
5,003
-942
| -16% | -$52.7K | 0.01% | 677 |
|
|
2021
Q1 | $286K | Sell |
5,945
-3,947
| -40% | -$190K | 0.01% | 602 |
|
|
2020
Q4 | $530K | Buy |
9,892
+2,835
| +40% | +$152K | 0.03% | 404 |
|
|
2020
Q3 | $302K | Buy |
+7,057
| New | +$302K | 0.02% | 451 |
|