STA
Summit Trail Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Sell |
178,271
-106,641
| -37% | -$3.85M | 0.11% | 99 |
|
|
2025
Q1 | $9.25M | Buy |
284,912
+29,169
| +11% | +$947K | 0.31% | 34 |
|
|
2024
Q4 | $9.6M | Buy |
255,743
+49,719
| +24% | +$1.87M | 0.35% | 30 |
|
|
2024
Q3 | $6.58M | Sell |
206,024
-51,484
| -20% | -$1.65M | 0.16% | 64 |
|
|
2024
Q2 | $8.13M | Sell |
257,508
-152,353
| -37% | -$4.81M | 0.21% | 47 |
|
|
2024
Q1 | $14.3M | Buy |
+409,861
| New | +$14.3M | 0.38% | 31 |
|
|
2022
Q2 | – | Sell |
-15,457
| Closed | -$632K | – | 419 |
|
|
2022
Q1 | $632K | Buy |
15,457
+343
| +2% | +$14K | 0.05% | 138 |
|
|
2021
Q4 | $784K | Buy |
+15,114
| New | +$784K | 0.05% | 144 |
|
|
2020
Q2 | – | Sell |
-95,400
| Closed | -$2.29M | – | 190 |
|
|
2020
Q1 | $2.29M | Buy |
+95,400
| New | +$2.29M | 0.62% | 25 |
|