WR Wealth Planners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

WR Wealth Planners’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	-100	Closed	-$3.2K	–	1189
2024 Q3	$3.2K	Hold	100	–	–	﹤0.01%	817
2024 Q2	$3.16K	Hold	100	–	–	﹤0.01%	793
2024 Q1	$3.48K	Buy	+100	New	+$3.49K	﹤0.01%	786
2023 Q4	–	Sell	-100	Closed	-$2.96K	–	856
2023 Q3	$2.96K	Hold	100	–	–	﹤0.01%	735
2023 Q2	$3.17K	Hold	100	–	–	﹤0.01%	731
2023 Q1	$2.97K	Hold	100	–	–	﹤0.01%	737
2022 Q4	$2.51K	Buy	+100	New	+$2.57K	﹤0.01%	382

Other funds holding WCLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SWM

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

WR Wealth Planners's WCLD Position: Q4 2024 in Review

WR Wealth Planners sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2024, closing a stake of 100 shares — an estimated $3.2K sold.

WR Wealth Planners first reported a position in WCLD in Q4 2022 and held it in 7 quarters. The position peaked at $3.48K in Q1 2024. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

WR Wealth Planners reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 100 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $3.2K.
WR Wealth Planners first reported a position in WisdomTree Cloud Computing Fund in Q4 2022 and held it in 7 quarters.
WR Wealth Planners's WisdomTree Cloud Computing Fund position peaked at $3.48K in Q1 2024.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.