Masso Torrence Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Masso Torrence Wealth 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
2022 Q4	–	Sell	-8,624	Closed	-$230K	–	103
2022 Q3	$230K	Sell	8,624 -981	-10%	-$29.4K	0.2%	74
2022 Q2	$269K	Sell	9,605 -8,545	-47%	-$277K	0.24%	67
2022 Q1	$742K	Sell	18,150 -3,424	-16%	-$144K	0.59%	35
2021 Q4	$1.12M	Buy	+21,574	New	+$1.25M	0.78%	35

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

Masso Torrence Wealth Management's WCLD Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 8,624 shares — an estimated $230K sold.

Masso Torrence Wealth Management first reported a position in WCLD in Q4 2021 and held it in 4 quarters. The position peaked at $1.12M in Q4 2021. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

Masso Torrence Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 8,624 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $230K.
Masso Torrence Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2021 and held it in 4 quarters.
Masso Torrence Wealth Management's WisdomTree Cloud Computing Fund position peaked at $1.12M in Q4 2021.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.