SS
WCLD

Sunbelt Securities’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-98
Closed -$3.42K – 1799
2023
Q4 		$3.42K Hold
98
– – ﹤0.01% 1377
2023
Q3 		$2.9K Hold
98
– – ﹤0.01% 1415
2023
Q2 		$3.11K Hold
98
– – ﹤0.01% 1398
2023
Q1 		$2.8K Buy
+98
New +$2.74K ﹤0.01% 1388

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's WCLD Position: Q1 2024 in Review

Sunbelt Securities sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 98 shares — an estimated $3.42K sold.

Sunbelt Securities first reported a position in WCLD in Q1 2023 and held it in 4 quarters. The position peaked at $3.42K in Q4 2023. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

  • Sunbelt Securities reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 98 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $3.42K.
  • Sunbelt Securities first reported a position in WisdomTree Cloud Computing Fund in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's WisdomTree Cloud Computing Fund position peaked at $3.42K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.