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	–	2715
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 New York $1.81T AUM 41.13% 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

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Sowell Financial Services's WCLD Position: Q2 2024 in Review

Sowell Financial Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 10,953 shares — an estimated $381K sold.

Sowell Financial Services first reported a position in WCLD in Q3 2020 and held it in 8 quarters. The position peaked at $667K in Q4 2022. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

Sowell Financial Services reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 10,953 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $381K.
Sowell Financial Services first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 8 quarters.
Sowell Financial Services's WisdomTree Cloud Computing Fund position peaked at $667K in Q4 2022.
112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.