Perigon Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Sell	7,817 -3,783	-33%	-$112K	﹤0.01%	1189
2025 Q4	$406K	Buy	11,600 +132	+1%	+$4.62K	0.01%	883
2025 Q3	$403K	Sell	11,468 -692	-6%	-$24.5K	0.01%	824
2025 Q2	$439K	Sell	12,160 -8,814	-42%	-$300K	0.01%	710
2025 Q1	$681K	Sell	20,974 -4,066	-16%	-$151K	0.02%	544
2024 Q4	$954K	Buy	25,040 +198	+0.8%	+$7.2K	0.02%	459
2024 Q3	$794K	Buy	+24,842	New	+$775K	0.02%	491
2024 Q1	–	Sell	-22,599	Closed	-$790K	–	916
2023 Q4	$790K	Buy	22,599 +330	+1%	+$10.1K	0.03%	393
2023 Q3	$660K	Buy	22,269 +250	+1%	+$7.89K	0.03%	387
2023 Q2	$698K	Buy	+22,019	New	+$639K	0.03%	378
2021 Q1	–	Sell	-768	Closed	-$41K	–	1031
2020 Q4	$41K	Buy	+768	New	+$36.6K	﹤0.01%	809