Sowell Financial Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Sowell Financial Services’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
2024 Q2	–	Sell	-10,953	Closed	-$381K	–	572
2024 Q1	$381K	Sell	10,953 -1,044	-9%	-$36.4K	0.02%	487
2023 Q4	$419K	Sell	11,997 -1,764	-13%	-$54K	0.02%	450
2023 Q3	$408K	Sell	13,761 -1,022	-7%	-$32.3K	0.03%	429
2023 Q2	$469K	Buy	+14,783	New	+$429K	0.03%	468
2023 Q1	–	Sell	-26,585	Closed	-$667K	–	846
2022 Q4	$667K	Buy	+26,585	New	+$683K	0.04%	386
2021 Q2	–	Sell	-4,024	Closed	-$186K	–	2720
2021 Q1	$186K	Buy	4,024 +1,029	+34%	+$55K	0.01%	1089
2020 Q4	$160K	Buy	2,995 +1,050	+54%	+$50.1K	0.01%	945
2020 Q3	$83K	Buy	+1,945	New	+$80.2K	﹤0.01%	1046

Other funds holding WCLD

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return