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Worth Asset Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Worth Asset 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
-300
Closed -$8K – 520
2022
Q3 		$8K Hold
300
– – 0.01% 306
2022
Q2 		$8K Hold
300
– – 0.01% 373
2022
Q1 		$8K Buy
+300
New +$12.6K 0.01% 368

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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
JM
Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Worth Asset Management's WCLD Position: Q4 2022 in Review

Worth Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 300 shares — an estimated $8K sold.

Worth Asset Management first reported a position in WCLD in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

  • Worth Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
  • Worth Asset Management sold 300 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $8K.
  • Worth Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 3 quarters.
  • Worth Asset Management's WisdomTree Cloud Computing Fund position peaked at $8K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Worth Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.