Charter Oak Capital Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-533	Closed	-$15K	–	888
2022 Q2	$15K	Hold	533	–	–	﹤0.01%	536
2022 Q1	$22K	Buy	533 +133	+33%	+$5.6K	﹤0.01%	500
2021 Q4	$21K	Hold	400	–	–	﹤0.01%	501
2021 Q3	$23K	Hold	400	–	–	﹤0.01%	442
2021 Q2	$22K	Buy	400 +100	+33%	+$5.07K	﹤0.01%	437
2021 Q1	$14K	Buy	300 +100	+50%	+$5.35K	﹤0.01%	491
2020 Q4	$11K	Buy	+200	New	+$9.54K	﹤0.01%	501

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Charter Oak Capital Management's WCLD Position: Q3 2022 in Review

Charter Oak Capital Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2022, closing a stake of 533 shares — an estimated $15K sold.

Charter Oak Capital Management first reported a position in WCLD in Q4 2020 and held it in 7 quarters. The position peaked at $23K in Q3 2021. 127 funds tracked by Wall St. Rank hold WCLD as of Q3 2022.

Charter Oak Capital Management reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 533 WisdomTree Cloud Computing Fund shares in Q3 2022, an estimated $15K.
Charter Oak Capital Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's WisdomTree Cloud Computing Fund position peaked at $23K in Q3 2021.
127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.