FFA
WCLD

Fragasso Financial Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Fragasso Financial 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
Q2 		– Sell
-6,616
Closed -$271K – 200
2022
Q1 		$271K Sell
6,616
-1,028
-13% -$43.3K 0.03% 158
2021
Q4 		$396K Buy
+7,644
New +$444K 0.05% 130

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fragasso Financial Advisors's WCLD Position: Q2 2022 in Review

Fragasso Financial Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 6,616 shares — an estimated $271K sold.

Fragasso Financial Advisors first reported a position in WCLD in Q4 2021 and held it in 2 quarters. The position peaked at $396K in Q4 2021. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

  • Fragasso Financial Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
  • Fragasso Financial Advisors sold 6,616 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $271K.
  • Fragasso Financial Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2021 and held it in 2 quarters.
  • Fragasso Financial Advisors's WisdomTree Cloud Computing Fund position peaked at $396K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Fragasso Financial Advisors's 13F filing for Q2 2022, filed 30 Aug 2022.