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

Belpointe 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
2023 Q4	–	Sell	-10,018	Closed	-$297K	–	771
2023 Q3	$297K	Sell	10,018 -660	-6%	-$20.8K	0.03%	477
2023 Q2	$338K	Sell	10,678 -736	-6%	-$21.4K	0.04%	408
2023 Q1	$339K	Sell	11,414 -525	-4%	-$14.7K	0.02%	699
2022 Q4	$299K	Buy	11,939 +4,053	+51%	+$104K	0.02%	730
2022 Q3	$210K	Buy	+7,886	New	+$236K	0.01%	814
2022 Q1	–	Sell	-3,002	Closed	-$156K	–	1317
2021 Q4	$156K	Buy	3,002 +202	+7%	+$11.7K	0.01%	997
2021 Q3	$161K	Sell	2,800 -1,051	-27%	-$61.6K	0.01%	953
2021 Q2	$215K	Buy	3,851 +532	+16%	+$27K	0.02%	810
2021 Q1	$160K	Buy	3,319 +1,034	+45%	+$55.3K	0.01%	828
2020 Q4	$122K	Buy	+2,285	New	+$109K	0.01%	877

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

ESL

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

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Belpointe Asset Management's WCLD Position: Q4 2023 in Review

Belpointe Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 10,018 shares — an estimated $297K sold.

Belpointe Asset Management first reported a position in WCLD in Q4 2020 and held it in 10 quarters. The position peaked at $339K in Q1 2023. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

Belpointe Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
Belpointe Asset Management sold 10,018 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $297K.
Belpointe Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 10 quarters.
Belpointe Asset Management's WisdomTree Cloud Computing Fund position peaked at $339K in Q1 2023.
127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.