Kestra Private Wealth Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Kestra Private Wealth Services’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
2022 Q4	–	Sell	-8,116	Closed	-$216K	–	995
2022 Q3	$216K	Sell	8,116 -1,876	-19%	-$56.2K	0.01%	764
2022 Q2	$280K	Sell	9,992 -3,970	-28%	-$129K	0.02%	677
2022 Q1	$571K	Sell	13,962 -1,995	-13%	-$84K	0.03%	532
2021 Q4	$828K	Buy	15,957 +39	+0.2%	+$2.26K	0.04%	440
2021 Q3	$917K	Sell	15,918 -243	-2%	-$14.2K	0.05%	375
2021 Q2	$903K	Sell	16,161 -344	-2%	-$17.4K	0.05%	354
2021 Q1	$795K	Buy	16,505 +1,669	+11%	+$89.3K	0.06%	346
2020 Q4	$801K	Buy	14,836 +5,415	+57%	+$258K	0.06%	324
2020 Q3	$403K	Buy	+9,421	New	+$388K	0.04%	428

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

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

Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kestra Private Wealth Services's WCLD Position: Q4 2022 in Review

Kestra Private Wealth Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 8,116 shares — an estimated $216K sold.

Kestra Private Wealth Services first reported a position in WCLD in Q3 2020 and held it in 9 quarters. The position peaked at $917K in Q3 2021. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

Kestra Private Wealth Services reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 8,116 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $216K.
Kestra Private Wealth Services first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 9 quarters.
Kestra Private Wealth Services's WisdomTree Cloud Computing Fund position peaked at $917K in Q3 2021.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Kestra Private Wealth Services's 13F filing for Q4 2022, filed 1 Feb 2023.