SWM
WCLD

SeaCrest Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,475
Closed -$41K – 1523
2022
Q2 		$41K Buy
+1,475
New +$47.8K 0.01% 1211

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

SeaCrest Wealth Management's WCLD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2022, closing a stake of 1,475 shares — an estimated $41K sold.

SeaCrest Wealth Management first reported a position in WCLD in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 126 funds tracked by Wall St. Rank hold WCLD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,475 WisdomTree Cloud Computing Fund shares in Q3 2022, an estimated $41K.
  • SeaCrest Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's WisdomTree Cloud Computing Fund position peaked at $41K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.