Oxler Private Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
9,701
| – | – | 0.11% | 71 |
|
|
2025
Q1 | $315K | Sell |
9,701
-414
| -4% | -$13.4K | 0.11% | 73 |
|
|
2024
Q4 | $380K | Sell |
10,115
-4,726
| -32% | -$177K | 0.12% | 67 |
|
|
2024
Q3 | $474K | Sell |
14,841
-428
| -3% | -$13.7K | 0.17% | 63 |
|
|
2024
Q2 | $482K | Sell |
15,269
-16
| -0.1% | -$505 | 0.18% | 60 |
|
|
2024
Q1 | $532K | Sell |
15,285
-3,563
| -19% | -$124K | 0.21% | 60 |
|
|
2023
Q4 | $659K | Sell |
18,848
-1,032
| -5% | -$36.1K | 0.55% | 33 |
|
|
2023
Q3 | $589K | Hold |
19,880
| – | – | 0.3% | 64 |
|
|
2023
Q2 | $630K | Sell |
19,880
-1,302
| -6% | -$41.3K | 0.3% | 66 |
|
|
2023
Q1 | $629K | Sell |
21,182
-296
| -1% | -$8.79K | 0.31% | 65 |
|
|
2022
Q4 | $539K | Buy |
21,478
+149
| +0.7% | +$3.74K | 0.29% | 67 |
|
|
2022
Q3 | $569K | Sell |
21,329
-5
| -0% | -$133 | 0.32% | 66 |
|
|
2022
Q2 | $598K | Sell |
21,334
-15
| -0.1% | -$420 | 0.29% | 73 |
|
|
2022
Q1 | $872K | Sell |
21,349
-11,337
| -35% | -$463K | 0.39% | 65 |
|
|
2021
Q4 | $1.7M | Buy |
32,686
+333
| +1% | +$17.3K | 0.7% | 41 |
|
|
2021
Q3 | $1.86M | Buy |
32,353
+568
| +2% | +$32.7K | 0.82% | 33 |
|
|
2021
Q2 | $1.78M | Buy |
31,785
+27,046
| +571% | +$1.51M | 0.77% | 38 |
|
|
2021
Q1 | $228K | Buy |
4,739
+2,359
| +99% | +$113K | 0.12% | 111 |
|
|
2020
Q4 | $108K | Buy |
+2,380
| New | +$108K | 0.06% | 132 |
|