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Fieldpoint Private Securities’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Fieldpoint Private Securities’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
-10
Closed -$1K – 1748
2021
Q3 		$1K Buy
+10
New +$586 ﹤0.01% 1617

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
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 $202B AUM 37.79% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Fieldpoint Private Securities's WCLD Position: Q4 2021 in Review

Fieldpoint Private Securities sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in WCLD in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 194 funds tracked by Wall St. Rank hold WCLD as of Q4 2021.

  • Fieldpoint Private Securities reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2021 after selling out during the quarter.
  • Fieldpoint Private Securities sold 10 WisdomTree Cloud Computing Fund shares in Q4 2021, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in WisdomTree Cloud Computing Fund in Q3 2021 and held it in 1 quarter.
  • Fieldpoint Private Securities's WisdomTree Cloud Computing Fund position peaked at $1K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2021.

Based on Fieldpoint Private Securities's 13F filing for Q4 2021, filed 24 Jan 2022.