Financial Advocates Investment Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Financial Advocates Investment Management’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	-7,160	Closed	-$371K	–	824
2021 Q4	$371K	Sell	7,160 -10,927	-60%	-$634K	0.02%	571
2021 Q3	$1.04M	Sell	18,087 -1,076	-6%	-$63K	0.07%	300
2021 Q2	$1.07M	Buy	19,163 +531	+3%	+$26.9K	0.07%	302
2021 Q1	$897K	Buy	+18,632	New	+$996K	0.06%	344

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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 $2.44B AUM 24.95% 1-Year Est. Return

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

Financial Advocates Investment Management's WCLD Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 7,160 shares — an estimated $371K sold.

Financial Advocates Investment Management first reported a position in WCLD in Q1 2021 and held it in 4 quarters. The position peaked at $1.07M in Q2 2021. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Financial Advocates Investment Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 7,160 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $371K.
Financial Advocates Investment Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 4 quarters.
Financial Advocates Investment Management's WisdomTree Cloud Computing Fund position peaked at $1.07M in Q2 2021.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.