Joseph P. Lucia & Associates’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $555K | Sell |
20,325
-6,494
| -24% | -$192K | 0.2% | 98 |
|
|
2025
Q4 | $939K | Sell |
26,819
-7,384
| -22% | -$258K | 0.34% | 72 |
|
|
2025
Q3 | $1.2M | Buy |
34,203
+248
| +0.7% | +$8.77K | 0.45% | 62 |
|
|
2025
Q2 | $1.23M | Sell |
33,955
-1,905
| -5% | -$64.7K | 0.5% | 58 |
|
|
2025
Q1 | $1.16M | Buy |
35,860
+979
| +3% | +$36.5K | 0.53% | 54 |
|
|
2024
Q4 | $1.31M | Buy |
34,881
+3,127
| +10% | +$114K | 0.58% | 47 |
|
|
2024
Q3 | $1.01M | Sell |
31,754
-275
| -0.9% | -$8.58K | 0.47% | 60 |
|
|
2024
Q2 | $1.01M | Buy |
32,029
+2,310
| +8% | +$73.8K | 0.52% | 57 |
|
|
2024
Q1 | $1.03M | Buy |
29,719
+340
| +1% | +$11.9K | 0.55% | 54 |
|
|
2023
Q4 | $1.03M | Sell |
29,379
-465
| -2% | -$14.2K | 0.64% | 50 |
|
|
2023
Q3 | $884K | Sell |
29,844
-765
| -2% | -$24.2K | 0.62% | 49 |
|
|
2023
Q2 | $970K | Sell |
30,609
-3,830
| -11% | -$111K | 0.65% | 47 |
|
|
2023
Q1 | $1.02M | Sell |
34,439
-1,800
| -5% | -$50.4K | 0.71% | 43 |
|
|
2022
Q4 | $909K | Sell |
36,239
-3,810
| -10% | -$97.8K | 0.68% | 46 |
|
|
2022
Q3 | $1.07M | Sell |
40,049
-350
| -0.9% | -$10.5K | 0.84% | 38 |
|
|
2022
Q2 | $1.13M | Sell |
40,399
-2,440
| -6% | -$79.1K | 0.8% | 37 |
|
|
2022
Q1 | $1.75M | Sell |
42,839
-1,277
| -3% | -$53.7K | 1.07% | 34 |
|
|
2021
Q4 | $2.29M | Buy |
44,116
+100
| +0.2% | +$5.8K | 1.45% | 23 |
|
|
2021
Q3 | $2.54M | Sell |
44,016
-215
| -0.5% | -$12.6K | 1.5% | 19 |
|
|
2021
Q2 | $2.47M | Buy |
44,231
+890
| +2% | +$45.1K | 1.48% | 19 |
|
|
2021
Q1 | $2.09M | Buy |
43,341
+958
| +2% | +$51.2K | 0.93% | 21 |
|
|
2020
Q4 | $2.27M | Buy |
42,383
+33,753
| +391% | +$1.61M | 1.59% | 16 |
|
|
2020
Q3 | $369K | Buy |
+8,630
| New | +$356K | 0.34% | 69 |
|
Other funds holding WCLD
ESL
CCA
CCS
SWM
CRC
IC
