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

Envestnet 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 Q1	–	Sell	-12,373	Closed	-$310K	–	4120
2022 Q4	$310K	Sell	12,373 -1,802	-13%	-$46.3K	﹤0.01%	3406
2022 Q3	$378K	Buy	+14,175	New	+$425K	﹤0.01%	3214
2021 Q1	–	Sell	-9,912	Closed	-$531K	–	3585
2020 Q4	$531K	Buy	9,912 +1,391	+16%	+$66.3K	﹤0.01%	2627
2020 Q3	$364K	Sell	8,521 -10,692	-56%	-$441K	﹤0.01%	2646
2020 Q2	$749K	Buy	+19,213	New	+$608K	﹤0.01%	2153

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

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management's WCLD Position: Q1 2023 in Review

Envestnet Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 12,373 shares — an estimated $310K sold.

Envestnet Asset Management first reported a position in WCLD in Q2 2020 and held it in 5 quarters. The position peaked at $749K in Q2 2020. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

Envestnet Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
Envestnet Asset Management sold 12,373 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $310K.
Envestnet Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 5 quarters.
Envestnet Asset Management's WisdomTree Cloud Computing Fund position peaked at $749K in Q2 2020.
131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.