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Cooper Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-3,595
Closed -$201K – 268
2021
Q2 		$201K Sell
3,595
-10,044
-74% -$509K 0.04% 247
2021
Q1 		$657K Buy
13,639
+2,642
+24% +$141K 0.15% 97
2020
Q4 		$589K Buy
+10,997
New +$524K 0.12% 140

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cooper Financial Group's WCLD Position: Q3 2021 in Review

Cooper Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2021, closing a stake of 3,595 shares — an estimated $201K sold.

Cooper Financial Group first reported a position in WCLD in Q4 2020 and held it in 3 quarters. The position peaked at $657K in Q1 2021. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

  • Cooper Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2021 after selling out during the quarter.
  • Cooper Financial Group sold 3,595 WisdomTree Cloud Computing Fund shares in Q3 2021, an estimated $201K.
  • Cooper Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 3 quarters.
  • Cooper Financial Group's WisdomTree Cloud Computing Fund position peaked at $657K in Q1 2021.
  • 179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Cooper Financial Group's 13F filing for Q3 2021, filed 6 Oct 2021.