WP
WCLD

WealthPLAN Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-100
Closed -$2.97K – 1402
2023
Q1 		$2.97K Buy
+100
New +$2.8K ﹤0.01% 1078

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 $14.9B AUM 46.8% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's WCLD Position: Q2 2023 in Review

WealthPLAN Partners sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2023, closing a stake of 100 shares — an estimated $2.97K sold.

WealthPLAN Partners first reported a position in WCLD in Q1 2023 and held it in 1 quarter. The position peaked at $2.97K in Q1 2023. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

  • WealthPLAN Partners reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 WisdomTree Cloud Computing Fund shares in Q2 2023, an estimated $2.97K.
  • WealthPLAN Partners first reported a position in WisdomTree Cloud Computing Fund in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's WisdomTree Cloud Computing Fund position peaked at $2.97K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.