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

Avantax 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
2022 Q1	–	Sell	-5,042	Closed	-$261K	–	1365
2021 Q4	$261K	Buy	5,042 +90	+2%	+$5.22K	﹤0.01%	1046
2021 Q3	$286K	Buy	4,952 +1,212	+32%	+$71K	﹤0.01%	942
2021 Q2	$207K	Sell	3,740 -450	-11%	-$22.8K	﹤0.01%	1069
2021 Q1	$200K	Sell	4,190 -6,512	-61%	-$348K	﹤0.01%	965
2020 Q4	$574K	Sell	10,702 -14,087	-57%	-$672K	0.01%	515
2020 Q3	$1.06M	Buy	24,789 +13,146	+113%	+$542K	0.02%	524
2020 Q2	$456K	Buy	+11,643	New	+$368K	0.01%	502

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

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 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's WCLD Position: Q1 2022 in Review

Avantax Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 5,042 shares — an estimated $261K sold.

Avantax Advisory Services first reported a position in WCLD in Q2 2020 and held it in 7 quarters. The position peaked at $1.06M in Q3 2020. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Avantax Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 5,042 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $261K.
Avantax Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 7 quarters.
Avantax Advisory Services's WisdomTree Cloud Computing Fund position peaked at $1.06M in Q3 2020.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.