Venturi Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Venturi Wealth Management’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 Q4	–	Sell	-33	Closed	-$1.05K	–	2066
2024 Q3	$1.05K	Sell	33 -35	-51%	-$1.09K	﹤0.01%	1772
2024 Q2	$2.15K	Buy	68 +35	+106%	+$1.12K	﹤0.01%	1353
2024 Q1	$1.15K	Hold	33	–	–	﹤0.01%	1333
2023 Q4	$1.15K	Sell	33 -368	-92%	-$11.3K	﹤0.01%	1320
2023 Q3	$11.9K	Sell	401 -395	-50%	-$12.5K	﹤0.01%	765
2023 Q2	$25.2K	Sell	796 -792	-50%	-$23K	﹤0.01%	514
2023 Q1	$47.2K	Buy	+1,588	New	+$44.5K	﹤0.01%	475

Other funds holding WCLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Venturi Wealth Management's WCLD Position: Q4 2024 in Review

Venturi Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2024, closing a stake of 33 shares — an estimated $1.05K sold.

Venturi Wealth Management first reported a position in WCLD in Q1 2023 and held it in 7 quarters. The position peaked at $47.2K in Q1 2023. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

Venturi Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2024 after selling out during the quarter.
Venturi Wealth Management sold 33 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $1.05K.
Venturi Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2023 and held it in 7 quarters.
Venturi Wealth Management's WisdomTree Cloud Computing Fund position peaked at $47.2K in Q1 2023.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.