JP Morgan Private Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$2.44M	Sell	82,499 -300	-0.4%	-$9.47K	0.01%	676
2023 Q2	$2.62M	Sell	82,799 -2,131	-3%	-$61.9K	0.01%	485
2023 Q1	$2.52M	Sell	84,930 -531	-0.6%	-$14.9K	0.01%	791
2022 Q4	$2.14M	Buy	85,461 +37	+0%	+$950	﹤0.01%	815
2022 Q3	$2.28M	Sell	85,424 -14,586	-15%	-$437K	0.01%	799
2022 Q2	$2.8M	Buy	100,010 +83,917	+521%	+$2.72M	0.01%	738
2022 Q1	$658K	Sell	16,093 -649	-4%	-$27.3K	﹤0.01%	1408
2021 Q4	$868K	Buy	16,742 +265	+2%	+$15.4K	﹤0.01%	1317
2021 Q3	$949K	Buy	16,477 +1,610	+11%	+$94.3K	﹤0.01%	1237
2021 Q2	$831K	Buy	14,867 +9,148	+160%	+$464K	﹤0.01%	1279
2021 Q1	$275K	Buy	+5,719	New	+$306K	﹤0.01%	1565

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WCLD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 0.36% in Q3 2023, selling an estimated $9.47K and leaving 82,499 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #676.

JP Morgan Private Wealth Advisors first reported a position in WCLD in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.8M in Q2 2022. 125 funds tracked by Wall St. Rank hold WCLD as of Q3 2023.

JP Morgan Private Wealth Advisors held 82,499 shares of WisdomTree Cloud Computing Fund worth $2.44M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 300 WisdomTree Cloud Computing Fund shares in Q3 2023, an estimated $9.47K.
WisdomTree Cloud Computing Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #676 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $2.8M in Q2 2022.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.