OA
WCLD

Operose Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Operose 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
2023
Q4 		– Sell
-3,430
Closed -$102K – 736
2023
Q3 		$102K Buy
+3,430
New +$108K 0.04% 204

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Operose Advisors's WCLD Position: Q4 2023 in Review

Operose Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 3,430 shares — an estimated $102K sold.

Operose Advisors first reported a position in WCLD in Q3 2023 and held it in 1 quarter. The position peaked at $102K in Q3 2023. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

  • Operose Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 3,430 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $102K.
  • Operose Advisors first reported a position in WisdomTree Cloud Computing Fund in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's WisdomTree Cloud Computing Fund position peaked at $102K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.