Ahrens Investment Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Ahrens Investment 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 Q1	$446	Buy	+15	New	+$420	﹤0.01%	972
2022 Q3	–	Sell	-165	Closed	-$5K	–	910
2022 Q2	$5K	Sell	165 -75	-31%	-$2.43K	﹤0.01%	782
2022 Q1	$10K	Sell	240 -500	-68%	-$21K	﹤0.01%	742
2021 Q4	$38K	Buy	+740	New	+$42.9K	0.02%	469
2021 Q1	–	Sell	-3,830	Closed	-$205K	–	232
2020 Q4	$205K	Buy	+3,830	New	+$183K	0.11%	166

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

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ahrens Investment Partners's WCLD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree Cloud Computing Fund (WCLD) in Q1 2023: 15 shares worth $446. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WCLD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WCLD in Q4 2020 and has held it in 5 quarters since. The position peaked at $205K in Q4 2020. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

Ahrens Investment Partners held 15 shares of WisdomTree Cloud Computing Fund worth $446 as of Q1 2023.
WisdomTree Cloud Computing Fund was a new Ahrens Investment Partners position in Q1 2023.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #972 holding.
Ahrens Investment Partners first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 5 quarters since.
Ahrens Investment Partners's WisdomTree Cloud Computing Fund position peaked at $205K in Q4 2020.
131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.