Berman Capital Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Berman Capital 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	$57K	Hold	1,000	–	–	0.01%	623
2021 Q2	$55K	Hold	1,000	–	–	0.01%	536
2021 Q1	$48K	Buy	+1,000	New	+$53.5K	0.01%	496
2020 Q3	–	Sell	-2,564	Closed	-$99K	–	1788
2020 Q2	$99K	Buy	+2,564	New	+$81.1K	0.03%	225

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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 $490M AUM 12.12% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Berman Capital Advisors's WCLD Position: Q3 2021 in Review

Berman Capital Advisors held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q3 2021 at 1,000 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #623.

Berman Capital Advisors first reported a position in WCLD in Q2 2020 and has held it in 4 quarters since. The position peaked at $99K in Q2 2020. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

Berman Capital Advisors held 1,000 shares of WisdomTree Cloud Computing Fund worth $57K as of Q3 2021.
Berman Capital Advisors left its WisdomTree Cloud Computing Fund share count unchanged in Q3 2021.
WisdomTree Cloud Computing Fund made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #623 holding.
Berman Capital Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 4 quarters since.
Berman Capital Advisors's WisdomTree Cloud Computing Fund position peaked at $99K in Q2 2020.
179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.