Steward Partners Investment Advisory’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61K | Hold |
100
| – | – | ﹤0.01% | 3583 |
|
|
2025
Q1 | $3.25K | Hold |
100
| – | – | ﹤0.01% | 3512 |
|
|
2024
Q4 | $3.75K | Hold |
100
| – | – | ﹤0.01% | 3462 |
|
|
2024
Q3 | $3.2K | Hold |
100
| – | – | ﹤0.01% | 3310 |
|
|
2024
Q2 | $3.16K | Hold |
100
| – | – | ﹤0.01% | 3174 |
|
|
2024
Q1 | $3.48K | Hold |
100
| – | – | ﹤0.01% | 3148 |
|
|
2023
Q4 | $3.5K | Hold |
100
| – | – | ﹤0.01% | 3085 |
|
|
2023
Q3 | $2.96K | Hold |
100
| – | – | ﹤0.01% | 2989 |
|
|
2023
Q2 | $3.17K | Hold |
100
| – | – | ﹤0.01% | 2933 |
|
|
2023
Q1 | $2.97K | Hold |
100
| – | – | ﹤0.01% | 2938 |
|
|
2022
Q4 | $2.51K | Hold |
100
| – | – | ﹤0.01% | 2971 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2977 |
|
|
2022
Q2 | – | Sell |
-117
| Closed | -$5K | – | 3386 |
|
|
2022
Q1 | $5K | Hold |
117
| – | – | ﹤0.01% | 2911 |
|
|
2021
Q4 | $6K | Hold |
117
| – | – | ﹤0.01% | 2788 |
|
|
2021
Q3 | $7K | Sell |
117
-3
| -3% | -$179 | ﹤0.01% | 2729 |
|
|
2021
Q2 | $7K | Sell |
120
-1,238
| -91% | -$72.2K | ﹤0.01% | 6386 |
|
|
2021
Q1 | $65.4K | Buy |
1,358
+588
| +76% | +$28.3K | ﹤0.01% | 1849 |
|
|
2020
Q4 | $41K | Hold |
770
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q3 | $33K | Buy |
+770
| New | +$33K | ﹤0.01% | 1686 |
|