Money Concepts Capital’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,728	Closed	-$43.3K	–	2883
2022 Q4	$43.3K	Buy	1,728 +1,536	+800%	+$39.4K	﹤0.01%	1309
2022 Q3	$5K	Sell	192 -4,204	-96%	-$126K	﹤0.01%	1236
2022 Q2	$127K	Sell	4,396 -3,206	-42%	-$104K	0.01%	520
2022 Q1	$311K	Buy	7,602 +2,264	+42%	+$95.3K	0.02%	569
2021 Q4	$277K	Buy	+5,338	New	+$310K	0.02%	426

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 $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Money Concepts Capital's WCLD Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 1,728 shares — an estimated $43.3K sold.

Money Concepts Capital first reported a position in WCLD in Q4 2021 and held it in 5 quarters. The position peaked at $311K in Q1 2022. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

Money Concepts Capital reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,728 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $43.3K.
Money Concepts Capital first reported a position in WisdomTree Cloud Computing Fund in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's WisdomTree Cloud Computing Fund position peaked at $311K in Q1 2022.
131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.