LBMC Investment Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

LBMC Investment Advisors’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
2022 Q4	–	Sell	-8,383	Closed	-$224K	–	167
2022 Q3	$224K	Hold	8,383	–	–	0.03%	138
2022 Q2	$235K	Buy	8,383 +394	+5%	+$12.8K	0.03%	135
2022 Q1	$327K	Hold	7,989	–	–	0.03%	114
2021 Q4	$414K	Buy	7,989 +4,803	+151%	+$279K	0.04%	109
2021 Q3	$460K	Sell	3,186 -4,803	-60%	-$281K	0.04%	92
2021 Q2	$447K	Buy	7,989 +78	+1%	+$3.96K	0.04%	95
2021 Q1	$381K	Buy	7,911 +2,860	+57%	+$153K	0.04%	98
2020 Q4	$271K	Hold	5,051	–	–	0.03%	104
2020 Q3	$216K	Buy	+5,051	New	+$208K	0.03%	107

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

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

Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

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

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

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

LBMC Investment Advisors's WCLD Position: Q4 2022 in Review

LBMC Investment Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 8,383 shares — an estimated $224K sold.

LBMC Investment Advisors first reported a position in WCLD in Q3 2020 and held it in 9 quarters. The position peaked at $460K in Q3 2021. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

LBMC Investment Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
LBMC Investment Advisors sold 8,383 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $224K.
LBMC Investment Advisors first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 9 quarters.
LBMC Investment Advisors's WisdomTree Cloud Computing Fund position peaked at $460K in Q3 2021.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on LBMC Investment Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.