RJA
WCLD

Raymond James & Associates’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Raymond James & Associates’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
Q3 		$4.31M Buy
134,775
+1,038
+0.8% +$32.4K ﹤0.01% 1758
2024
Q2 		$4.22M Sell
133,737
-106
-0.1% -$3.39K ﹤0.01% 1702
2024
Q1 		$4.66M Buy
133,843
+114,558
+594% +$3.99M ﹤0.01% 1634
2023
Q4 		$674K Sell
19,285
-1,907
-9% -$58.4K ﹤0.01% 2767
2023
Q3 		$628K Sell
21,192
-2,136
-9% -$67.4K ﹤0.01% 2746
2023
Q2 		$739K Sell
23,328
-340
-1% -$9.87K ﹤0.01% 2670
2023
Q1 		$703K Buy
23,668
+4,574
+24% +$128K ﹤0.01% 2698
2022
Q4 		$479K Sell
19,094
-374
-2% -$9.6K ﹤0.01% 2926
2022
Q3 		$519K Sell
19,468
-9,095
-32% -$272K ﹤0.01% 2842
2022
Q2 		$801K Sell
28,563
-28,818
-50% -$935K ﹤0.01% 2599
2022
Q1 		$2.35M Sell
57,381
-22,889
-29% -$963K ﹤0.01% 2014
2021
Q4 		$4.16M Sell
80,270
-60,957
-43% -$3.54M ﹤0.01% 1677
2021
Q3 		$8.14M Buy
141,227
+67,155
+91% +$3.93M 0.01% 1180
2021
Q2 		$4.14M Sell
74,072
-36,873
-33% -$1.87M ﹤0.01% 1613
2021
Q1 		$5.34M Sell
110,945
-17,382
-14% -$930K 0.01% 1389
2020
Q4 		$6.88M Sell
128,327
-3,698
-3% -$176K 0.01% 1156
2020
Q3 		$5.64M Buy
132,025
+15,134
+13% +$624K 0.01% 1159
2020
Q2 		$4.55M Buy
116,891
+104,153
+818% +$3.29M 0.01% 1243
2020
Q1 		$306K Buy
+12,738
New +$338K ﹤0.01% 2755

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
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
BBNA
Bremer Bank National Association St Paul, Minnesota $562M AUM 9.12% 1-Year Est. Return

Raymond James & Associates's WCLD Position: Q3 2024 in Review

Raymond James & Associates increased its WisdomTree Cloud Computing Fund (WCLD) stake by 0.78% in Q3 2024, buying an estimated $32.4K and bringing the position to 134,775 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Raymond James & Associates first reported a position in WCLD in Q1 2020 and has held it in 19 quarters since. The position peaked at $8.14M in Q3 2021. 102 funds tracked by Wall St. Rank hold WCLD as of Q3 2024.

  • Raymond James & Associates held 134,775 shares of WisdomTree Cloud Computing Fund worth $4.31M as of Q3 2024.
  • Raymond James & Associates bought 1,038 WisdomTree Cloud Computing Fund shares in Q3 2024, an estimated $32.4K.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1758 holding.
  • Raymond James & Associates first reported a position in WisdomTree Cloud Computing Fund in Q1 2020 and has held it in 19 quarters since.
  • Raymond James & Associates's WisdomTree Cloud Computing Fund position peaked at $8.14M in Q3 2021.
  • 102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.