U.S. Capital Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-180	Closed	-$4.51K	–	1530
2022 Q4	$4.51K	Buy	+180	New	+$4.62K	﹤0.01%	1404
2022 Q3	–	Sell	-42,495	Closed	-$1.19M	–	694
2022 Q2	$1.19M	Sell	42,495 -1,728	-4%	-$56K	0.05%	315
2022 Q1	$1.81M	Sell	44,223 -3,974	-8%	-$167K	0.07%	277
2021 Q4	$2.5M	Buy	48,197 +1,868	+4%	+$108K	0.1%	221
2021 Q3	$2.67M	Buy	+46,329	New	+$2.71M	0.12%	201

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's WCLD Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 180 shares — an estimated $4.51K sold.

U.S. Capital Wealth Advisors first reported a position in WCLD in Q3 2021 and held it in 5 quarters. The position peaked at $2.67M in Q3 2021. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 180 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $4.51K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $2.67M in Q3 2021.
131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.