CAPTRUST Financial Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

CAPTRUST Financial 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
2022 Q1	–	Sell	-200	Closed	-$10K	–	5152
2021 Q4	$10K	Buy	+200	New	+$11.6K	﹤0.01%	3728
2021 Q3	–	Sell	-278	Closed	-$16K	–	4778
2021 Q2	$16K	Buy	278 +88	+46%	+$4.46K	﹤0.01%	3281
2021 Q1	$9K	Buy	+190	New	+$10.2K	﹤0.01%	3498

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

EEP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's WCLD Position: Q1 2022 in Review

CAPTRUST Financial Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 200 shares — an estimated $10K sold.

CAPTRUST Financial Advisors first reported a position in WCLD in Q1 2021 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 164 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

CAPTRUST Financial Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 200 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $10K.
CAPTRUST Financial Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 3 quarters.
CAPTRUST Financial Advisors's WisdomTree Cloud Computing Fund position peaked at $16K in Q2 2021.
164 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.