RW
WCLD

RVW Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-1,196
Closed -$35.4K – 363
2023
Q3 		$35.4K Buy
+1,196
New +$37.8K ﹤0.01% 270

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

RVW Wealth's WCLD Position: Q4 2023 in Review

RVW Wealth sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 1,196 shares — an estimated $35.4K sold.

RVW Wealth first reported a position in WCLD in Q3 2023 and held it in 1 quarter. The position peaked at $35.4K in Q3 2023. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

  • RVW Wealth reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 1,196 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $35.4K.
  • RVW Wealth first reported a position in WisdomTree Cloud Computing Fund in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's WisdomTree Cloud Computing Fund position peaked at $35.4K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.