Gladstone Institutional Advisory’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Gladstone Institutional Advisory’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	-12,393	Closed	-$311K	–	719
2022 Q4	$311K	Buy	12,393 +662	+6%	+$17K	0.02%	493
2022 Q3	$313K	Buy	11,731 +645	+6%	+$19.3K	0.02%	487
2022 Q2	$311K	Buy	11,086 +129	+1%	+$4.18K	0.02%	498
2022 Q1	$448K	Sell	10,957 -104,992	-91%	-$4.42M	0.03%	454
2021 Q4	$6.01M	Sell	115,949 -15,536	-12%	-$901K	0.47%	53
2021 Q3	$7.58M	Buy	131,485 +5,588	+4%	+$327K	0.74%	27
2021 Q2	$7.04M	Sell	125,897 -201	-0.2%	-$10.2K	0.84%	25
2021 Q1	$6.07M	Sell	126,098 -608	-0.5%	-$32.5K	0.94%	23
2020 Q4	$6.79M	Buy	126,706 +101,191	+397%	+$4.83M	1.35%	18
2020 Q3	$1.09M	Buy	+25,515	New	+$1.05M	0.26%	89

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Gladstone Institutional Advisory's WCLD Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 12,393 shares — an estimated $311K sold.

Gladstone Institutional Advisory first reported a position in WCLD in Q3 2020 and held it in 10 quarters. The position peaked at $7.58M in Q3 2021. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

Gladstone Institutional Advisory reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 12,393 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $311K.
Gladstone Institutional Advisory first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 10 quarters.
Gladstone Institutional Advisory's WisdomTree Cloud Computing Fund position peaked at $7.58M in Q3 2021.
131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.