FAAS
WCLD

First Allied Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$1.11M Buy
25,873
+6,233
+32% +$257K 0.04% 445
2020
Q2 		$765K Buy
+19,640
New +$621K 0.03% 526

Other funds holding WCLD

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $445M AUM 17.9% 1-Year Est. Return

First Allied Advisory Services's WCLD Position: Q3 2020 in Review

First Allied Advisory Services increased its WisdomTree Cloud Computing Fund (WCLD) stake by 32% in Q3 2020, buying an estimated $257K and bringing the position to 25,873 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #445.

First Allied Advisory Services first reported a position in WCLD in Q2 2020 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold WCLD as of Q3 2020.

  • First Allied Advisory Services held 25,873 shares of WisdomTree Cloud Computing Fund worth $1.11M as of Q3 2020.
  • First Allied Advisory Services bought 6,233 WisdomTree Cloud Computing Fund shares in Q3 2020, an estimated $257K.
  • WisdomTree Cloud Computing Fund made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #445 holding.
  • First Allied Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.