Brown Advisory’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Brown Advisory’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 Q2	–	Sell	-8,000	Closed	-$279K	–	1291
2024 Q1	$279K	Hold	8,000	–	–	﹤0.01%	1087
2023 Q4	$280K	Buy	+8,000	New	+$245K	﹤0.01%	1070
2022 Q1	–	Sell	-11,420	Closed	-$592K	–	1252
2021 Q4	$592K	Hold	11,420	–	–	﹤0.01%	835
2021 Q3	$658K	Hold	11,420	–	–	﹤0.01%	785
2021 Q2	$638K	Hold	11,420	–	–	﹤0.01%	796
2021 Q1	$550K	Hold	11,420	–	–	﹤0.01%	823
2020 Q4	$612K	Hold	11,420	–	–	﹤0.01%	749
2020 Q3	$488K	Buy	+11,420	New	+$471K	﹤0.01%	745

Other funds holding WCLD

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

STA

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

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

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

Brown Advisory's WCLD Position: Q2 2024 in Review

Brown Advisory sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2024, closing a stake of 8,000 shares — an estimated $279K sold.

Brown Advisory first reported a position in WCLD in Q3 2020 and held it in 8 quarters. The position peaked at $658K in Q3 2021. 112 funds tracked by Wall St. Rank hold WCLD as of Q2 2024.

Brown Advisory reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2024 after selling out during the quarter.
Brown Advisory sold 8,000 WisdomTree Cloud Computing Fund shares in Q2 2024, an estimated $279K.
Brown Advisory first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 8 quarters.
Brown Advisory's WisdomTree Cloud Computing Fund position peaked at $658K in Q3 2021.
112 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2024.

Based on Brown Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.