IF
WCLD

Intrua Financial’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Intrua Financial’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
Q3 		– Sell
-9,525
Closed -$301K – 410
2024
Q2 		$301K Sell
9,525
-299
-3% -$9.55K 0.04% 303
2024
Q1 		$342K Sell
9,824
-700
-7% -$24.4K 0.05% 297
2023
Q4 		$368K Sell
10,524
-400
-4% -$12.3K 0.05% 278
2023
Q3 		$324K Sell
10,924
-400
-4% -$12.6K 0.05% 257
2023
Q2 		$359K Sell
11,324
-1,500
-12% -$43.6K 0.06% 244
2023
Q1 		$342K Sell
12,824
-2,549
-17% -$71.4K 0.07% 233
2022
Q4 		$393K Sell
15,373
-2,642
-15% -$67.8K 0.09% 216
2022
Q3 		$480K Sell
18,015
-400
-2% -$12K 0.13% 168
2022
Q2 		$516K Sell
18,415
-1,000
-5% -$32.4K 0.11% 201
2022
Q1 		$794K Sell
19,415
-1,150
-6% -$48.4K 0.14% 151
2021
Q4 		$1.07M Hold
20,565
– – 0.19% 120
2021
Q3 		$1.27M Hold
20,565
– – 0.23% 98
2021
Q2 		$1.18M Buy
20,565
+700
+4% +$35.5K 0.28% 79
2021
Q1 		$1.06M Buy
19,865
+11,540
+139% +$617K 0.27% 83
2020
Q4 		$446K Buy
+8,325
New +$397K 0.2% 109

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intrua Financial's WCLD Position: Q3 2024 in Review

Intrua Financial sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2024, closing a stake of 9,525 shares — an estimated $301K sold.

Intrua Financial first reported a position in WCLD in Q4 2020 and held it in 15 quarters. The position peaked at $1.27M in Q3 2021. 102 funds tracked by Wall St. Rank hold WCLD as of Q3 2024.

  • Intrua Financial reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 9,525 WisdomTree Cloud Computing Fund shares in Q3 2024, an estimated $301K.
  • Intrua Financial first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 15 quarters.
  • Intrua Financial's WisdomTree Cloud Computing Fund position peaked at $1.27M in Q3 2021.
  • 102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.