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Northwest Financial Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Northwest Financial Advisors’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
-1,000
Closed -$32K – 542
2024
Q3 		$32K Buy
+1,000
New +$31.2K 0.03% 277
2024
Q1 		– Sell
-2,890
Closed -$101K – 529
2023
Q4 		$101K Buy
+2,890
New +$88.5K 0.09% 140

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Northwest Financial Advisors's WCLD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2024, closing a stake of 1,000 shares — an estimated $32K sold.

Northwest Financial Advisors first reported a position in WCLD in Q4 2023 and held it in 2 quarters. The position peaked at $101K in Q4 2023. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,000 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $32K.
  • Northwest Financial Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's WisdomTree Cloud Computing Fund position peaked at $101K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.