SWM
Selective 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
Q2 | $10.9M | Sell |
295,066
-8,708
| -3% | -$321K | 3.97% | 4 |
|
|
2025
Q1 | $9.28M | Sell |
303,774
-8,780
| -3% | -$268K | 4.04% | 3 |
|
|
2024
Q4 | $11.6M | Sell |
312,554
-11,229
| -3% | -$416K | 4.7% | 3 |
|
|
2024
Q3 | $10.3M | Sell |
323,783
-16,355
| -5% | -$519K | 4.27% | 4 |
|
|
2024
Q2 | $10.5M | Sell |
340,138
-12,662
| -4% | -$392K | 4.64% | 3 |
|
|
2024
Q1 | $11.8M | Sell |
352,800
-5,311
| -1% | -$178K | 5.13% | 3 |
|
|
2023
Q4 | $11.6M | Buy |
358,111
+12,200
| +4% | +$396K | 5.86% | 3 |
|
|
2023
Q3 | $9.99M | Sell |
345,911
-7,500
| -2% | -$217K | 5.49% | 3 |
|
|
2023
Q2 | $11.3M | Buy |
+353,411
| New | +$11.3M | 5.63% | 2 |
|
|
2022
Q4 | $8.47M | Buy |
320,247
+253,038
| +376% | +$6.7M | 4.47% | 3 |
|
|
2022
Q3 | $1.79M | Buy |
67,209
+67,009
| +33,505% | +$1.79M | 0.77% | 27 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 563 |
|
|
2021
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | 0.01% | 421 |
|
|
2021
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 339 |
|