Capital Advisory Group Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Capital Advisory Group Advisory Services’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	-1,807	Closed	-$97K	–	567
2020 Q4	$97K	Sell	1,807 -19,514	-92%	-$931K	0.04%	210
2020 Q3	$911K	Buy	21,321 +10,851	+104%	+$447K	0.47%	50
2020 Q2	$408K	Buy	+10,470	New	+$331K	0.23%	82

Other funds holding WCLD

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

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 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

Capital Advisory Group Advisory Services's WCLD Position: Q1 2021 in Review

Capital Advisory Group Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 1,807 shares — an estimated $97K sold.

Capital Advisory Group Advisory Services first reported a position in WCLD in Q2 2020 and held it in 3 quarters. The position peaked at $911K in Q3 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

Capital Advisory Group Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,807 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $97K.
Capital Advisory Group Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 3 quarters.
Capital Advisory Group Advisory Services's WisdomTree Cloud Computing Fund position peaked at $911K in Q3 2020.
181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2021, filed 14 May 2021.