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Sound Income Strategies’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Sound Income Strategies’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
-146
Closed -$4.33K – 1405
2023
Q3 		$4.33K Buy
+146
New +$4.61K ﹤0.01% 780

Other funds holding WCLD

Meitav Investment House
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
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sound Income Strategies's WCLD Position: Q4 2023 in Review

Sound Income Strategies sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 146 shares — an estimated $4.33K sold.

Sound Income Strategies first reported a position in WCLD in Q3 2023 and held it in 1 quarter. The position peaked at $4.33K in Q3 2023. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

  • Sound Income Strategies reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
  • Sound Income Strategies sold 146 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $4.33K.
  • Sound Income Strategies first reported a position in WisdomTree Cloud Computing Fund in Q3 2023 and held it in 1 quarter.
  • Sound Income Strategies's WisdomTree Cloud Computing Fund position peaked at $4.33K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.