MSAM
WCLD

Moloney Securities Asset Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Moloney Securities Asset 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
-9,453
Closed -$299K – 513
2024
Q2 		$299K Sell
9,453
-710
-7% -$22.7K 0.04% 350
2024
Q1 		$354K Sell
10,163
-161
-2% -$5.61K 0.05% 321
2023
Q4 		$361K Sell
10,324
-765
-7% -$23.4K 0.06% 310
2023
Q3 		$329K Buy
11,089
+264
+2% +$8.34K 0.06% 297
2023
Q2 		$343K Buy
10,825
+705
+7% +$20.5K 0.06% 297
2023
Q1 		$301K Buy
10,120
+440
+5% +$12.3K 0.06% 321
2022
Q4 		$243K Sell
9,680
-1,720
-15% -$44.2K 0.05% 329
2022
Q3 		$304K Buy
11,400
+298
+3% +$8.93K 0.07% 266
2022
Q2 		$311K Sell
11,102
-571
-5% -$18.5K 0.07% 263
2022
Q1 		$477K Sell
11,673
-2,605
-18% -$110K 0.09% 229
2021
Q4 		$740K Sell
14,278
-6,095
-30% -$354K 0.13% 191
2021
Q3 		$1.17M Buy
20,373
+100
+0.5% +$5.86K 0.21% 125
2021
Q2 		$1.13M Buy
20,273
+3,894
+24% +$197K 0.21% 131
2021
Q1 		$789K Buy
16,379
+10,297
+169% +$551K 0.16% 157
2020
Q4 		$326K Buy
+6,082
New +$290K 0.07% 264

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
YC
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

Moloney Securities Asset Management's WCLD Position: Q3 2024 in Review

Moloney Securities Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2024, closing a stake of 9,453 shares — an estimated $299K sold.

Moloney Securities Asset Management first reported a position in WCLD in Q4 2020 and held it in 15 quarters. The position peaked at $1.17M in Q3 2021. 102 funds tracked by Wall St. Rank hold WCLD as of Q3 2024.

  • Moloney Securities Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 9,453 WisdomTree Cloud Computing Fund shares in Q3 2024, an estimated $299K.
  • Moloney Securities Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 15 quarters.
  • Moloney Securities Asset Management's WisdomTree Cloud Computing Fund position peaked at $1.17M in Q3 2021.
  • 102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2024.

Based on Moloney Securities Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.