AWA
WCLD

Arete Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Arete Wealth 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
Q1 		– Sell
-4,644
Closed -$238K – 558
2021
Q4 		$238K Hold
4,644
– – 0.02% 431
2021
Q3 		$268K Buy
4,644
+50
+1% +$2.93K 0.03% 345
2021
Q2 		$248K Buy
+4,594
New +$233K 0.03% 292

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's WCLD Position: Q1 2022 in Review

Arete Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 4,644 shares — an estimated $238K sold.

Arete Wealth Advisors first reported a position in WCLD in Q2 2021 and held it in 3 quarters. The position peaked at $268K in Q3 2021. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

  • Arete Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,644 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $238K.
  • Arete Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2021 and held it in 3 quarters.
  • Arete Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $268K in Q3 2021.
  • 165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Arete Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.