Cresset Asset Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Cresset Asset 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
2023 Q4	–	Sell	-14,994	Closed	-$444K	–	1927
2023 Q3	$444K	Sell	14,994 -100	-0.7%	-$3.16K	﹤0.01%	1247
2023 Q2	$478K	Buy	15,094 +2,426	+19%	+$70.4K	﹤0.01%	1307
2023 Q1	$376K	Hold	12,668	–	–	0.01%	565
2022 Q4	$318K	Sell	12,668 -1,000	-7%	-$25.7K	﹤0.01%	523
2022 Q3	$365K	Buy	13,668 +1,000	+8%	+$29.9K	﹤0.01%	607
2022 Q2	$355K	Sell	12,668 -3,189	-20%	-$103K	﹤0.01%	662
2022 Q1	$649K	Sell	15,857 -13,132	-45%	-$553K	0.01%	525
2021 Q4	$1.5M	Buy	+28,989	New	+$1.68M	0.01%	348

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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 $653M AUM 11.72% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cresset Asset Management's WCLD Position: Q4 2023 in Review

Cresset Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2023, closing a stake of 14,994 shares — an estimated $444K sold.

Cresset Asset Management first reported a position in WCLD in Q4 2021 and held it in 8 quarters. The position peaked at $1.5M in Q4 2021. 127 funds tracked by Wall St. Rank hold WCLD as of Q4 2023.

Cresset Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2023 after selling out during the quarter.
Cresset Asset Management sold 14,994 WisdomTree Cloud Computing Fund shares in Q4 2023, an estimated $444K.
Cresset Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2021 and held it in 8 quarters.
Cresset Asset Management's WisdomTree Cloud Computing Fund position peaked at $1.5M in Q4 2021.
127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2023.

Based on Cresset Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.