Fermata Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Fermata 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
2022 Q1	–	Sell	-7,837	Closed	-$406K	–	203
2021 Q4	$406K	Sell	7,837 -2,074	-21%	-$120K	0.15%	105
2021 Q3	$571K	Sell	9,911 -294	-3%	-$17.2K	0.25%	73
2021 Q2	$570K	Sell	10,205 -20,216	-66%	-$1.03M	0.33%	66
2021 Q1	$1.44M	Buy	+30,421	New	+$1.63M	1.21%	21

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fermata Advisors's WCLD Position: Q1 2022 in Review

Fermata Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 7,837 shares — an estimated $406K sold.

Fermata Advisors first reported a position in WCLD in Q1 2021 and held it in 4 quarters. The position peaked at $1.44M in Q1 2021. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Fermata Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Fermata Advisors sold 7,837 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $406K.
Fermata Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 4 quarters.
Fermata Advisors's WisdomTree Cloud Computing Fund position peaked at $1.44M in Q1 2021.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Fermata Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.