JFG
WCLD

Jefferies Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Jefferies Financial Group’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
-6,115
Closed -$213K – 1913
2024
Q1 		$213K Sell
6,115
-17,575
-74% -$613K ﹤0.01% 1326
2023
Q4 		$828K Buy
+23,690
New +$726K 0.01% 1036

Other funds holding WCLD

JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Jefferies Financial Group's WCLD Position: Q2 2024 in Review

Jefferies Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 6,115 shares — an estimated $213K sold.

Jefferies Financial Group first reported a position in WCLD in Q4 2023 and held it in 2 quarters. The position peaked at $828K in Q4 2023. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

  • Jefferies Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 6,115 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $213K.
  • Jefferies Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q4 2023 and held it in 2 quarters.
  • Jefferies Financial Group's WisdomTree Cloud Computing Fund position peaked at $828K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.