Level Four Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-10,200	Closed	-$303K	–	854
2023 Q1	$303K	Buy	+10,200	New	+$286K	0.02%	581
2022 Q2	–	Sell	-12,040	Closed	-$492K	–	668
2022 Q1	$492K	Buy	+12,040	New	+$507K	0.04%	398
2021 Q3	–	Sell	-16,765	Closed	-$937K	–	651
2021 Q2	$937K	Buy	16,765 +625	+4%	+$31.7K	0.06%	279
2021 Q1	$777K	Sell	16,140 -300	-2%	-$16K	0.06%	304
2020 Q4	$881K	Buy	16,440 +2,915	+22%	+$139K	0.07%	269
2020 Q3	$578K	Buy	+13,525	New	+$558K	0.04%	325

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

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

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

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Level Four Advisory Services's WCLD Position: Q2 2023 in Review

Level Four Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2023, closing a stake of 10,200 shares — an estimated $303K sold.

Level Four Advisory Services first reported a position in WCLD in Q3 2020 and held it in 6 quarters. The position peaked at $937K in Q2 2021. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

Level Four Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 10,200 WisdomTree Cloud Computing Fund shares in Q2 2023, an estimated $303K.
Level Four Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 6 quarters.
Level Four Advisory Services's WisdomTree Cloud Computing Fund position peaked at $937K in Q2 2021.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.