WWM
WCLD

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

Western 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
2022
Q4 		– Sell
-7,524
Closed -$200K – 802
2022
Q3 		$200K Buy
7,524
+38
+0.5% +$1.14K 0.01% 753
2022
Q2 		$207K Sell
7,486
-436
-6% -$14.1K 0.01% 731
2022
Q1 		$324K Buy
+7,922
New +$333K 0.02% 653

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
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
JM
Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's WCLD Position: Q4 2022 in Review

Western Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 7,524 shares — an estimated $200K sold.

Western Wealth Management first reported a position in WCLD in Q1 2022 and held it in 3 quarters. The position peaked at $324K in Q1 2022. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

  • Western Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 7,524 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $200K.
  • Western Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 3 quarters.
  • Western Wealth Management's WisdomTree Cloud Computing Fund position peaked at $324K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.