CIA
WCLD

Compass Ion Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Compass Ion 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
2021
Q4 		– Sell
-4,710
Closed -$271K – 106
2021
Q3 		$271K Sell
4,710
-997
-17% -$58.4K 0.1% 71
2021
Q2 		$319K Sell
5,707
-669
-10% -$33.9K 0.12% 61
2021
Q1 		$307K Sell
6,376
-1,330
-17% -$71.1K 0.13% 65
2020
Q4 		$413K Sell
7,706
-214
-3% -$10.2K 0.16% 47
2020
Q3 		$338K Buy
+7,920
New +$327K 0.21% 53

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Compass Ion Advisors's WCLD Position: Q4 2021 in Review

Compass Ion Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2021, closing a stake of 4,710 shares — an estimated $271K sold.

Compass Ion Advisors first reported a position in WCLD in Q3 2020 and held it in 5 quarters. The position peaked at $413K in Q4 2020. 194 funds tracked by Wall St. Rank hold WCLD as of Q4 2021.

  • Compass Ion Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2021 after selling out during the quarter.
  • Compass Ion Advisors sold 4,710 WisdomTree Cloud Computing Fund shares in Q4 2021, an estimated $271K.
  • Compass Ion Advisors first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 5 quarters.
  • Compass Ion Advisors's WisdomTree Cloud Computing Fund position peaked at $413K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2021.

Based on Compass Ion Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.