Capital Analysts LLC’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Capital Analysts LLC’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	-44	Closed	-$1K	–	1167
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	1082
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	1003
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	887
2021 Q4	$2K	Buy	+44	New	+$2.55K	﹤0.01%	963
2020 Q4	–	Sell	-20,700	Closed	-$885K	–	816
2020 Q3	$885K	Buy	20,700 +4,350	+27%	+$179K	0.08%	164
2020 Q2	$637K	Buy	+16,350	New	+$517K	0.07%	170

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

SWM

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

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

Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return

CRC

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

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

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

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

Capital Analysts LLC's WCLD Position: Q4 2022 in Review

Capital Analysts LLC sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 44 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in WCLD in Q2 2020 and held it in 6 quarters. The position peaked at $885K in Q3 2020. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

Capital Analysts LLC reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
Capital Analysts LLC sold 44 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $1K.
Capital Analysts LLC first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 6 quarters.
Capital Analysts LLC's WisdomTree Cloud Computing Fund position peaked at $885K in Q3 2020.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.