SFG
WCLD

Sovereign Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Sovereign Financial Group’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
Q3 		– Sell
-16,213
Closed -$514K – 249
2023
Q2 		$514K Buy
+16,213
New +$471K 0.17% 135

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Sovereign Financial Group's WCLD Position: Q3 2023 in Review

Sovereign Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2023, closing a stake of 16,213 shares — an estimated $514K sold.

Sovereign Financial Group first reported a position in WCLD in Q2 2023 and held it in 1 quarter. The position peaked at $514K in Q2 2023. 125 funds tracked by Wall St. Rank hold WCLD as of Q3 2023.

  • Sovereign Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 16,213 WisdomTree Cloud Computing Fund shares in Q3 2023, an estimated $514K.
  • Sovereign Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q2 2023 and held it in 1 quarter.
  • Sovereign Financial Group's WisdomTree Cloud Computing Fund position peaked at $514K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2023.

Based on Sovereign Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.