RSWM
Robertson Stephens Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,362
| Closed | -$201K | – | 590 |
|
|
2024
Q4 | $201K | Sell |
5,362
-949
| -15% | -$35.6K | 0.01% | 541 |
|
|
2024
Q3 | $202K | Sell |
6,311
-1,873
| -23% | -$59.9K | 0.01% | 602 |
|
|
2024
Q2 | $259K | Hold |
8,184
| – | – | 0.01% | 438 |
|
|
2024
Q1 | $285K | Buy |
+8,184
| New | +$285K | 0.02% | 429 |
|
|
2021
Q1 | – | Sell |
-4,100
| Closed | -$219K | – | 299 |
|
|
2020
Q4 | $219K | Buy |
+4,100
| New | +$219K | 0.05% | 230 |
|