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

Capital Asset 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	-319	Closed	-$17K	–	1496
2020 Q4	$17K	Buy	+319	New	+$15.2K	﹤0.01%	928

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 Asset Advisory Services's WCLD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 319 shares — an estimated $17K sold.

Capital Asset Advisory Services first reported a position in WCLD in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

Capital Asset Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 319 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $17K.
Capital Asset Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's WisdomTree Cloud Computing Fund position peaked at $17K in Q4 2020.
181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

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