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Confluence Wealth Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-2
Closed – – 1164
2021
Q4 		$0 Buy
+2
New +$116 ﹤0.01% 1275

Other funds holding WCLD

MIH
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EEP
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Confluence Wealth Services's WCLD Position: Q1 2022 in Review

Confluence Wealth Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 2 shares.

Confluence Wealth Services first reported a position in WCLD in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 164 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

  • Confluence Wealth Services reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2 WisdomTree Cloud Computing Fund shares in Q1 2022.
  • Confluence Wealth Services first reported a position in WisdomTree Cloud Computing Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's WisdomTree Cloud Computing Fund position peaked at $0 in Q4 2021.
  • 164 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.