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

Brewin Dolphin 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
2022 Q2	$7K	Buy	220 +110	+100%	+$3.57K	﹤0.01%	301
2022 Q1	$4K	Sell	110 -200	-65%	-$8.42K	﹤0.01%	335
2021 Q4	$16K	Sell	310 -200	-39%	-$11.6K	﹤0.01%	273
2021 Q3	$29.4K	Hold	510	–	–	﹤0.01%	235
2021 Q2	$28.5K	Hold	510	–	–	﹤0.01%	236
2021 Q1	$24.6K	Buy	510 +100	+24%	+$5.35K	﹤0.01%	240
2020 Q4	$22K	Buy	+410	New	+$19.6K	﹤0.01%	222

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's WCLD Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its WisdomTree Cloud Computing Fund (WCLD) stake by 100% in Q2 2022, buying an estimated $3.57K and bringing the position to 220 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Brewin Dolphin Wealth Management first reported a position in WCLD in Q4 2020 and has held it in 7 quarters since. The position peaked at $29.4K in Q3 2021. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

Brewin Dolphin Wealth Management held 220 shares of WisdomTree Cloud Computing Fund worth $7K as of Q2 2022.
Brewin Dolphin Wealth Management bought 110 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $3.57K.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #301 holding.
Brewin Dolphin Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's WisdomTree Cloud Computing Fund position peaked at $29.4K in Q3 2021.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.