RJFSA
WCLD

Raymond James Financial Services Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Raymond James Financial Services 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
2024
Q2 		– Sell
-8,428
Closed -$293K – 3533
2024
Q1 		$293K Sell
8,428
-26,963
-76% -$940K ﹤0.01% 2861
2023
Q4 		$1.24M Buy
35,391
+18,871
+114% +$578K ﹤0.01% 1869
2023
Q3 		$489K Sell
16,520
-2,236
-12% -$70.6K ﹤0.01% 2341
2023
Q2 		$595K Sell
18,756
-5,916
-24% -$172K ﹤0.01% 2242
2023
Q1 		$733K Sell
24,672
-1,228
-5% -$34.4K ﹤0.01% 2104
2022
Q4 		$650K Sell
25,900
-52,371
-67% -$1.34M ﹤0.01% 2122
2022
Q3 		$2.09M Sell
78,271
-1,681
-2% -$50.3K ﹤0.01% 1395
2022
Q2 		$2.24M Buy
79,952
+3,289
+4% +$107K ﹤0.01% 1376
2022
Q1 		$3.13M Sell
76,663
-17,672
-19% -$744K 0.01% 1247
2021
Q4 		$4.89M Buy
94,335
+9,123
+11% +$529K 0.01% 1017
2021
Q3 		$4.91M Sell
85,212
-461
-0.5% -$27K 0.01% 986
2021
Q2 		$4.79M Sell
85,673
-48,646
-36% -$2.47M 0.01% 994
2021
Q1 		$6.47M Buy
134,319
+12,575
+10% +$672K 0.01% 780
2020
Q4 		$6.52M Buy
121,744
+25,455
+26% +$1.21M 0.02% 723
2020
Q3 		$4.11M Sell
96,289
-102
-0.1% -$4.21K 0.01% 836
2020
Q2 		$3.75M Buy
+96,391
New +$3.05M 0.01% 824

Other funds holding WCLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Raymond James Financial Services Advisors's WCLD Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 8,428 shares — an estimated $293K sold.

Raymond James Financial Services Advisors first reported a position in WCLD in Q2 2020 and held it in 16 quarters. The position peaked at $6.52M in Q4 2020. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 8,428 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $293K.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's WisdomTree Cloud Computing Fund position peaked at $6.52M in Q4 2020.
  • 112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.