Perigon Wealth Management’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 | $439K | Sell |
12,160
-8,814
| -42% | -$319K | 0.01% | 710 |
|
|
2025
Q1 | $681K | Sell |
20,974
-4,066
| -16% | -$132K | 0.02% | 544 |
|
|
2024
Q4 | $954K | Buy |
25,040
+198
| +0.8% | +$7.54K | 0.02% | 459 |
|
|
2024
Q3 | $794K | Buy |
+24,842
| New | +$794K | 0.02% | 487 |
|
|
2024
Q1 | – | Sell |
-22,599
| Closed | -$790K | – | 911 |
|
|
2023
Q4 | $790K | Buy |
22,599
+330
| +1% | +$11.5K | 0.03% | 393 |
|
|
2023
Q3 | $660K | Buy |
22,269
+250
| +1% | +$7.41K | 0.03% | 387 |
|
|
2023
Q2 | $698K | Buy |
+22,019
| New | +$698K | 0.03% | 378 |
|
|
2021
Q1 | – | Sell |
-768
| Closed | -$41K | – | 1019 |
|
|
2020
Q4 | $41K | Buy |
+768
| New | +$41K | ﹤0.01% | 801 |
|