Newbridge Financial Services Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-15	Closed	-$479	–	1184
2024 Q3	$479	Sell	15 -504	-97%	-$15.7K	﹤0.01%	616
2024 Q2	$16.4K	Hold	519	–	–	0.01%	615
2024 Q1	$18.1K	Hold	519	–	–	0.01%	625
2023 Q4	$18.1K	Sell	519 -199	-28%	-$6.1K	0.01%	613
2023 Q3	$21.3K	Hold	718	–	–	0.01%	631
2023 Q2	$22.8K	Sell	718 -92	-11%	-$2.67K	0.01%	659
2023 Q1	$24.1K	Sell	810 -543	-40%	-$15.2K	0.01%	653
2022 Q4	$33.9K	Hold	1,353	–	–	0.02%	561
2022 Q3	$36K	Buy	1,353 +203	+18%	+$6.08K	0.02%	538
2022 Q2	$32K	Buy	1,150 +151	+15%	+$4.9K	0.02%	514
2022 Q1	$41K	Buy	999 +288	+41%	+$12.1K	0.02%	533
2021 Q4	$37K	Hold	711	–	–	0.02%	552
2021 Q3	$41K	Buy	711 +45	+7%	+$2.64K	0.03%	471
2021 Q2	$37K	Buy	666 +303	+83%	+$15.4K	0.02%	539
2021 Q1	$17K	Buy	+363	New	+$19.4K	0.01%	741

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

CRC

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

STA

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

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

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

CCA

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

Newbridge Financial Services Group's WCLD Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2024, closing a stake of 15 shares — an estimated $479 sold.

Newbridge Financial Services Group first reported a position in WCLD in Q1 2021 and held it in 15 quarters. The position peaked at $41K in Q1 2022. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

Newbridge Financial Services Group reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 15 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $479.
Newbridge Financial Services Group first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 15 quarters.
Newbridge Financial Services Group's WisdomTree Cloud Computing Fund position peaked at $41K in Q1 2022.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.