SWM
StoneCrest Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-95,861
| Closed | -$3.11M | – | 75 |
|
|
2025
Q1 | $3.11M | Buy |
95,861
+2,722
| +3% | +$88.3K | 1.98% | 21 |
|
|
2024
Q4 | $3.49M | Buy |
93,139
+54,198
| +139% | +$2.03M | 2.28% | 19 |
|
|
2024
Q3 | $1.24M | Buy |
+38,941
| New | +$1.24M | 0.91% | 31 |
|
|
2024
Q2 | – | Sell |
-90,072
| Closed | -$3.14M | – | 60 |
|
|
2024
Q1 | $3.14M | Buy |
90,072
+1,942
| +2% | +$67.6K | 2.71% | 14 |
|
|
2023
Q4 | $3.08M | Buy |
+88,130
| New | +$3.08M | 2.95% | 15 |
|