JIR
WCLD

James Investment Research’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

James Investment Research’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
Q1 		– Sell
-111
Closed -$3K – 647
2022
Q4 		$3K Buy
+111
New +$2.85K ﹤0.01% 521

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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

James Investment Research's WCLD Position: Q1 2023 in Review

James Investment Research sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 111 shares — an estimated $3K sold.

James Investment Research first reported a position in WCLD in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

  • James Investment Research reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 111 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $3K.
  • James Investment Research first reported a position in WisdomTree Cloud Computing Fund in Q4 2022 and held it in 1 quarter.
  • James Investment Research's WisdomTree Cloud Computing Fund position peaked at $3K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.