KM Capital Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

KM Capital Management’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 Q3	–	Sell	-29,050	Closed	-$918K	–	48
2024 Q2	$918K	Sell	29,050 -1,765	-6%	-$56.4K	0.47%	30
2024 Q1	$1.07M	Sell	30,815 -21,719	-41%	-$757K	0.59%	27
2023 Q4	$1.84M	Buy	52,534 +2,763	+6%	+$84.7K	1.06%	23
2023 Q3	$1.47M	Buy	49,771 +5,675	+13%	+$179K	1.01%	22
2023 Q2	$1.4M	Buy	44,096 +23,831	+118%	+$692K	1.01%	20
2023 Q1	$602K	Buy	20,265 +5,926	+41%	+$166K	0.56%	35
2022 Q4	$360K	Buy	+14,339	New	+$368K	0.36%	41

Other funds holding WCLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KM Capital Management's WCLD Position: Q3 2024 in Review

KM Capital Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2024, closing a stake of 29,050 shares — an estimated $918K sold.

KM Capital Management first reported a position in WCLD in Q4 2022 and held it in 7 quarters. The position peaked at $1.84M in Q4 2023. 102 funds tracked by Wall St. Rank hold WCLD as of Q3 2024.

KM Capital Management reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2024 after selling out during the quarter.
KM Capital Management sold 29,050 WisdomTree Cloud Computing Fund shares in Q3 2024, an estimated $918K.
KM Capital Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2022 and held it in 7 quarters.
KM Capital Management's WisdomTree Cloud Computing Fund position peaked at $1.84M in Q4 2023.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2024.

Based on KM Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.