Spire Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Spire Wealth Management’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	-200	Closed	-$5.93K	–	2474
2023 Q3	$5.93K	Hold	200	–	–	﹤0.01%	1897
2023 Q2	$6.34K	Sell	200 -9	-4%	-$261	﹤0.01%	1946
2023 Q1	$6.21K	Sell	209 -25	-11%	-$700	﹤0.01%	1986
2022 Q4	$6K	Sell	234 -2,651	-92%	-$68.1K	﹤0.01%	1796
2022 Q3	$77K	Sell	2,885 -9,135	-76%	-$274K	﹤0.01%	795
2022 Q2	$337K	Sell	12,020 -12,222	-50%	-$396K	0.01%	597
2022 Q1	$991K	Sell	24,242 -17,236	-42%	-$725K	0.03%	391
2021 Q4	$2.15M	Sell	41,478 -1,420	-3%	-$82.4K	0.05%	298
2021 Q3	$2.47M	Sell	42,898 -1,662	-4%	-$97.3K	0.07%	248
2021 Q2	$2.49M	Sell	44,560 -117,823	-73%	-$5.97M	0.07%	252
2021 Q1	$7.82M	Buy	+162,383	New	+$8.68M	0.21%	120

Other funds holding WCLD

MIH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ESL

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

SWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Spire Wealth Management's WCLD Position: Q4 2023 in Review

Spire Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 200 shares — an estimated $5.93K sold.

Spire Wealth Management first reported a position in WCLD in Q1 2021 and held it in 11 quarters. The position peaked at $7.82M in Q1 2021. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

Spire Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 200 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $5.93K.
Spire Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's WisdomTree Cloud Computing Fund position peaked at $7.82M in Q1 2021.
127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.