Janney Montgomery Scott
WCLD icon

Janney Montgomery Scott’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Janney Montgomery Scott’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 		– Sell
-7,871
Closed -$274K – 2828
2024
Q1 		$274K Buy
7,871
+50
+0.6% +$1.74K ﹤0.01% 2391
2023
Q4 		$273K Buy
7,821
+1,003
+15% +$30.7K ﹤0.01% 2284
2023
Q3 		$202K Buy
6,818
+93
+1% +$2.94K ﹤0.01% 2378
2023
Q2 		$213K Sell
6,725
-71
-1% -$2.06K ﹤0.01% 2425
2023
Q1 		$202K Buy
+6,796
New +$190K ﹤0.01% 2283
2022
Q4 		– Sell
-9,024
Closed -$241K – 2651
2022
Q3 		$241K Sell
9,024
-555
-6% -$16.6K ﹤0.01% 2158
2022
Q2 		$279K Sell
9,579
-340
-3% -$11K ﹤0.01% 1958
2022
Q1 		$406K Buy
9,919
+399
+4% +$16.8K ﹤0.01% 1743
2021
Q4 		$494K Sell
9,520
-148,551
-94% -$8.62M ﹤0.01% 1730
2021
Q3 		$9.11M Sell
158,071
-1,505
-0.9% -$88.2K 0.04% 400
2021
Q2 		$8.92M Buy
159,576
+42,257
+36% +$2.14M 0.04% 400
2021
Q1 		$5.65M Sell
117,319
-4,440
-4% -$237K 0.03% 519
2020
Q4 		$6.52M Buy
+121,759
New +$5.81M 0.03% 460

Other funds holding WCLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Endurance Services Ltd
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Janney Montgomery Scott's WCLD Position: Q2 2024 in Review

Janney Montgomery Scott sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 7,871 shares — an estimated $274K sold.

Janney Montgomery Scott first reported a position in WCLD in Q4 2020 and held it in 13 quarters. The position peaked at $9.11M in Q3 2021. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

  • Janney Montgomery Scott reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,871 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $274K.
  • Janney Montgomery Scott first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 13 quarters.
  • Janney Montgomery Scott's WisdomTree Cloud Computing Fund position peaked at $9.11M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.