Twin Peaks Wealth Advisors’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 | $265K | Buy |
8,044
+225
| +3% | +$7.41K | 0.09% | 136 |
|
|
2025
Q1 | $242K | Buy |
7,819
+1,448
| +23% | +$44.8K | 0.11% | 119 |
|
|
2024
Q4 | $239K | Sell |
6,371
-1,729
| -21% | -$64.9K | 0.1% | 124 |
|
|
2024
Q3 | $259K | Sell |
8,100
-984
| -11% | -$31.4K | 0.12% | 107 |
|
|
2024
Q2 | $287K | Sell |
9,084
-600
| -6% | -$19K | 0.14% | 101 |
|
|
2024
Q1 | $337K | Sell |
9,684
-844
| -8% | -$29.4K | 0.19% | 91 |
|
|
2023
Q4 | $368K | Buy |
+10,528
| New | +$368K | 0.24% | 83 |
|