BPA
WCLD

Beacon Pointe Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Beacon Pointe 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
2021
Q3 		– Sell
-6,249
Closed -$349K – 976
2021
Q2 		$349K Buy
+6,249
New +$317K 0.01% 616

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beacon Pointe Advisors's WCLD Position: Q3 2021 in Review

Beacon Pointe Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2021, closing a stake of 6,249 shares — an estimated $349K sold.

Beacon Pointe Advisors first reported a position in WCLD in Q2 2021 and held it in 1 quarter. The position peaked at $349K in Q2 2021. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

  • Beacon Pointe Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,249 WisdomTree Cloud Computing Fund shares in Q3 2021, an estimated $349K.
  • Beacon Pointe Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's WisdomTree Cloud Computing Fund position peaked at $349K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Beacon Pointe Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.