AWM
WCLD

Avitas Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Avitas Wealth Management’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
2021
Q2 		– Sell
-4,755
Closed -$229K – 224
2021
Q1 		$229K Sell
4,755
-1,213
-20% -$64.9K 0.04% 206
2020
Q4 		$320K Buy
5,968
+998
+20% +$47.6K 0.06% 201
2020
Q3 		$212K Buy
+4,970
New +$205K 0.06% 181

Other funds holding WCLD

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avitas Wealth Management's WCLD Position: Q2 2021 in Review

Avitas Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2021, closing a stake of 4,755 shares — an estimated $229K sold.

Avitas Wealth Management first reported a position in WCLD in Q3 2020 and held it in 3 quarters. The position peaked at $320K in Q4 2020. 180 funds tracked by Wall St. Rank hold WCLD as of Q2 2021.

  • Avitas Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 4,755 WisdomTree Cloud Computing Fund shares in Q2 2021, an estimated $229K.
  • Avitas Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 3 quarters.
  • Avitas Wealth Management's WisdomTree Cloud Computing Fund position peaked at $320K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.