&Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

&Partners’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 Q3	–	Sell	-7,175	Closed	-$227K	–	203
2023 Q2	$227K	Sell	7,175 -355	-5%	-$10.3K	0.1%	155
2023 Q1	$224K	Buy	+7,530	New	+$211K	0.11%	150
2022 Q4	–	Sell	-11,610	Closed	-$310K	–	195
2022 Q3	$310K	Hold	11,610	–	–	0.18%	114
2022 Q2	$325K	Hold	11,610	–	–	0.19%	112
2022 Q1	$475K	Sell	11,610 -475	-4%	-$20K	0.27%	93
2021 Q4	$627K	Sell	12,085 -90	-0.7%	-$5.22K	0.38%	67
2021 Q3	$702K	Sell	12,175 -520	-4%	-$30.5K	0.45%	60
2021 Q2	$710K	Sell	12,695 -905	-7%	-$45.9K	0.46%	54
2021 Q1	$655K	Buy	+13,600	New	+$727K	0.48%	56

Other funds holding WCLD

EEP

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SWM

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

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

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

CCA

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

&Partners's WCLD Position: Q3 2023 in Review

&Partners sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2023, closing a stake of 7,175 shares — an estimated $227K sold.

&Partners first reported a position in WCLD in Q1 2021 and held it in 9 quarters. The position peaked at $710K in Q2 2021. 125 funds tracked by Wall St. Rank hold WCLD as of Q3 2023.

&Partners reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2023 after selling out during the quarter.
&Partners sold 7,175 WisdomTree Cloud Computing Fund shares in Q3 2023, an estimated $227K.
&Partners first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 9 quarters.
&Partners's WisdomTree Cloud Computing Fund position peaked at $710K in Q2 2021.
125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2023.

Based on &Partners's 13F filing for Q3 2023, filed 6 Oct 2023.