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

Evanson 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
2024 Q1	–	Sell	-8,428	Closed	-$295K	–	322
2023 Q4	$295K	Hold	8,428	–	–	0.02%	234
2023 Q3	$250K	Hold	8,428	–	–	0.02%	240
2023 Q2	$267K	Hold	8,428	–	–	0.02%	234
2023 Q1	$250K	Hold	8,428	–	–	0.02%	234
2022 Q4	$211K	Buy	+8,428	New	+$216K	0.02%	241
2022 Q2	–	Sell	-6,995	Closed	-$286K	–	307
2022 Q1	$286K	Buy	+6,995	New	+$294K	0.03%	230

Other funds holding WCLD

MIH

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

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

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evanson Asset Management's WCLD Position: Q1 2024 in Review

Evanson Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 8,428 shares — an estimated $295K sold.

Evanson Asset Management first reported a position in WCLD in Q1 2022 and held it in 6 quarters. The position peaked at $295K in Q4 2023. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

Evanson Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
Evanson Asset Management sold 8,428 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $295K.
Evanson Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 6 quarters.
Evanson Asset Management's WisdomTree Cloud Computing Fund position peaked at $295K in Q4 2023.
121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Evanson Asset Management's 13F filing for Q1 2024, filed 12 Apr 2024.