Carroll Financial Associates’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Carroll Financial Associates’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 Q4	$719K	Sell	13,508 -1,276	-9%	-$74K	0.04%	216
2021 Q3	$851K	Sell	14,784 -1,146	-7%	-$67.1K	0.05%	200
2021 Q2	$890K	Buy	15,930 +2,926	+23%	+$148K	0.05%	190
2021 Q1	$626K	Buy	13,004 +414	+3%	+$22.1K	0.04%	221
2020 Q4	$674K	Sell	12,590 -318	-2%	-$15.2K	0.04%	202
2020 Q3	$551K	Sell	12,908 -1,317	-9%	-$54.3K	0.04%	206
2020 Q2	$554K	Buy	+14,225	New	+$450K	0.05%	204

Other funds holding WCLD

MIH

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.44B AUM 24.95% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

CCA

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Carroll Financial Associates's WCLD Position: Q4 2021 in Review

Carroll Financial Associates reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 8.6% in Q4 2021, selling an estimated $74K and leaving 13,508 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #216.

Carroll Financial Associates first reported a position in WCLD in Q2 2020 and has held it in 7 quarters since. The position peaked at $890K in Q2 2021. 194 funds tracked by Wall St. Rank hold WCLD as of Q4 2021.

Carroll Financial Associates held 13,508 shares of WisdomTree Cloud Computing Fund worth $719K as of Q4 2021.
Carroll Financial Associates sold 1,276 WisdomTree Cloud Computing Fund shares in Q4 2021, an estimated $74K.
WisdomTree Cloud Computing Fund made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #216 holding.
Carroll Financial Associates first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 7 quarters since.
Carroll Financial Associates's WisdomTree Cloud Computing Fund position peaked at $890K in Q2 2021.
194 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.