Kistler-Tiffany Companies’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Kistler-Tiffany Companies’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	-30	Closed	-$752	–	824
2022 Q4	$752	Sell	30 -500	-94%	-$12.8K	﹤0.01%	758
2022 Q3	$14K	Hold	530	–	–	﹤0.01%	556
2022 Q2	$15K	Hold	530	–	–	﹤0.01%	541
2022 Q1	$22K	Hold	530	–	–	﹤0.01%	506
2021 Q4	$27K	Hold	530	–	–	0.01%	455
2021 Q3	$31K	Hold	530	–	–	0.01%	431
2021 Q2	$30K	Sell	530 -120	-18%	-$6.08K	0.01%	433
2021 Q1	$31K	Hold	650	–	–	0.01%	396
2020 Q4	$35K	Buy	650 +30	+5%	+$1.43K	0.01%	351
2020 Q3	$26K	Hold	620	–	–	0.01%	362
2020 Q2	$24K	Buy	+620	New	+$19.6K	0.01%	344

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 $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

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

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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

Kistler-Tiffany Companies's WCLD Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2023, closing a stake of 30 shares — an estimated $752 sold.

Kistler-Tiffany Companies first reported a position in WCLD in Q2 2020 and held it in 11 quarters. The position peaked at $35K in Q4 2020. 131 funds tracked by Wall St. Rank hold WCLD as of Q1 2023.

Kistler-Tiffany Companies reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 30 WisdomTree Cloud Computing Fund shares in Q1 2023, an estimated $752.
Kistler-Tiffany Companies first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 11 quarters.
Kistler-Tiffany Companies's WisdomTree Cloud Computing Fund position peaked at $35K in Q4 2020.
131 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.