LVW Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

LVW 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
2023 Q2	–	Sell	-8,382	Closed	-$249K	–	242
2023 Q1	$249K	Buy	+8,382	New	+$235K	0.05%	205
2022 Q4	–	Sell	-38,684	Closed	-$1.03M	–	241
2022 Q3	$1.03M	Hold	38,684	–	–	0.23%	78
2022 Q2	$1.08M	Buy	38,684 +2,033	+6%	+$65.9K	0.22%	80
2022 Q1	$1.5M	Buy	+36,651	New	+$1.54M	0.25%	68

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 $381M AUM 12.79% 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

LVW Advisors's WCLD Position: Q2 2023 in Review

LVW Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2023, closing a stake of 8,382 shares — an estimated $249K sold.

LVW Advisors first reported a position in WCLD in Q1 2022 and held it in 4 quarters. The position peaked at $1.5M in Q1 2022. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

LVW Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2023 after selling out during the quarter.
LVW Advisors sold 8,382 WisdomTree Cloud Computing Fund shares in Q2 2023, an estimated $249K.
LVW Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 4 quarters.
LVW Advisors's WisdomTree Cloud Computing Fund position peaked at $1.5M in Q1 2022.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.