Creative Planning’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Creative Planning’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	-12,687	Closed	-$338K	–	2618
2022 Q3	$338K	Buy	12,687 +1,010	+9%	+$30.2K	﹤0.01%	1574
2022 Q2	$327K	Sell	11,677 -2,834	-20%	-$91.9K	﹤0.01%	1553
2022 Q1	$593K	Sell	14,511 -2,994	-17%	-$126K	﹤0.01%	1241
2021 Q4	$908K	Buy	17,505 +1,527	+10%	+$88.6K	﹤0.01%	997
2021 Q3	$921K	Sell	15,978 -296	-2%	-$17.3K	﹤0.01%	986
2021 Q2	$910K	Sell	16,274 -1,981	-11%	-$100K	﹤0.01%	967
2021 Q1	$879K	Sell	18,255 -100	-0.5%	-$5.35K	﹤0.01%	1100
2020 Q4	$983K	Buy	18,355 +4,732	+35%	+$226K	﹤0.01%	959
2020 Q3	$582K	Buy	+13,623	New	+$562K	﹤0.01%	1056

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

Creative Planning's WCLD Position: Q4 2022 in Review

Creative Planning sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 12,687 shares — an estimated $338K sold.

Creative Planning first reported a position in WCLD in Q3 2020 and held it in 9 quarters. The position peaked at $983K in Q4 2020. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

Creative Planning reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 12,687 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $338K.
Creative Planning first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 9 quarters.
Creative Planning's WisdomTree Cloud Computing Fund position peaked at $983K in Q4 2020.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.