DAS
WCLD

Dynamic Advisor Solutions’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-9,851
Closed -$528K – 779
2020
Q4 		$528K Buy
9,851
+691
+8% +$33K 0.05% 355
2020
Q3 		$391K Buy
9,160
+100
+1% +$4.12K 0.04% 363
2020
Q2 		$353K Buy
+9,060
New +$286K 0.05% 354

Other funds holding WCLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
CLCM
Center Lake Capital Management West Palm Beach, Florida $45.8M AUM 58.23% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Dynamic Advisor Solutions's WCLD Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 9,851 shares — an estimated $528K sold.

Dynamic Advisor Solutions first reported a position in WCLD in Q2 2020 and held it in 3 quarters. The position peaked at $528K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,851 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $528K.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 3 quarters.
  • Dynamic Advisor Solutions's WisdomTree Cloud Computing Fund position peaked at $528K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.