Donor Advised Charitable Giving’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Donor Advised Charitable Giving’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 Q2	–	Sell	-18,729	Closed	-$556K	–	49
2023 Q1	$556K	Hold	18,729	–	–	0.05%	27
2022 Q4	$470K	Hold	18,729	–	–	0.08%	25
2022 Q3	$500K	Hold	18,729	–	–	0.11%	23
2022 Q2	$525K	Hold	18,729	–	–	0.09%	23
2022 Q1	$766K	Buy	+18,729	New	+$788K	0.08%	22

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

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

Donor Advised Charitable Giving's WCLD Position: Q2 2023 in Review

Donor Advised Charitable Giving sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2023, closing a stake of 18,729 shares — an estimated $556K sold.

Donor Advised Charitable Giving first reported a position in WCLD in Q1 2022 and held it in 5 quarters. The position peaked at $766K in Q1 2022. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

Donor Advised Charitable Giving reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2023 after selling out during the quarter.
Donor Advised Charitable Giving sold 18,729 WisdomTree Cloud Computing Fund shares in Q2 2023, an estimated $556K.
Donor Advised Charitable Giving first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 5 quarters.
Donor Advised Charitable Giving's WisdomTree Cloud Computing Fund position peaked at $766K in Q1 2022.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2023, filed 14 Jul 2023.