Cary Street Partners Investment Advisory’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Cary Street Partners Investment 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 Q1	–	Sell	-6,125	Closed	-$214K	–	723
2023 Q4	$214K	Hold	6,125	–	–	0.01%	602
2023 Q3	$181K	Hold	6,125	–	–	0.01%	576
2023 Q2	$194K	Hold	6,125	–	–	0.01%	514
2023 Q1	$182K	Hold	6,125	–	–	0.01%	487
2022 Q4	$154K	Buy	+6,125	New	+$157K	0.01%	511
2022 Q2	–	Sell	-6,125	Closed	-$250K	–	566
2022 Q1	$250K	Sell	6,125 -3,200	-34%	-$135K	0.07%	237
2021 Q4	$484K	Buy	9,325 +3,200	+52%	+$186K	0.13%	157
2021 Q3	$353K	Hold	6,125	–	–	0.12%	170
2021 Q2	$342K	Hold	6,125	–	–	0.11%	174
2021 Q1	$295K	Buy	+6,125	New	+$328K	0.12%	169

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

STA

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 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 $381M AUM 12.79% 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

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

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

Cary Street Partners Investment Advisory's WCLD Position: Q1 2024 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 6,125 shares — an estimated $214K sold.

Cary Street Partners Investment Advisory first reported a position in WCLD in Q1 2021 and held it in 10 quarters. The position peaked at $484K in Q4 2021. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

Cary Street Partners Investment Advisory reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 6,125 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $214K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 10 quarters.
Cary Street Partners Investment Advisory's WisdomTree Cloud Computing Fund position peaked at $484K in Q4 2021.
121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2024, filed 30 Apr 2024.