BC
WCLD

Barnett & Company’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Barnett & Company’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
Q1 		– Sell
-1,300
Closed -$69K – 308
2020
Q4 		$69K Hold
1,300
– – 0.04% 146
2020
Q3 		$56K Hold
1,300
– – 0.04% 146
2020
Q2 		$51K Buy
+1,300
New +$41.1K 0.04% 135

Other funds holding WCLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
CLCM
Center Lake Capital Management West Palm Beach, Florida $45.8M AUM 58.23% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Barnett & Company's WCLD Position: Q1 2021 in Review

Barnett & Company sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 1,300 shares — an estimated $69K sold.

Barnett & Company first reported a position in WCLD in Q2 2020 and held it in 3 quarters. The position peaked at $69K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

  • Barnett & Company reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
  • Barnett & Company sold 1,300 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $69K.
  • Barnett & Company first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 3 quarters.
  • Barnett & Company's WisdomTree Cloud Computing Fund position peaked at $69K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on Barnett & Company's 13F filing for Q1 2021, filed 19 Apr 2021.