VBFG
WCLD

Vishria Bird Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Vishria Bird Financial Group’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
2022
Q2 		– Sell
-4,921
Closed -$201K – 66
2022
Q1 		$201K Buy
+4,921
New +$207K 0.11% 58

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vishria Bird Financial Group's WCLD Position: Q2 2022 in Review

Vishria Bird Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 4,921 shares — an estimated $201K sold.

Vishria Bird Financial Group first reported a position in WCLD in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

  • Vishria Bird Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
  • Vishria Bird Financial Group sold 4,921 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $201K.
  • Vishria Bird Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 1 quarter.
  • Vishria Bird Financial Group's WisdomTree Cloud Computing Fund position peaked at $201K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Vishria Bird Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.