Great Valley Advisor Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Great Valley Advisor Group’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	-8,463	Closed	-$439K	–	635
2021 Q4	$439K	Sell	8,463 -41	-0.5%	-$2.38K	0.03%	411
2021 Q3	$490K	Buy	8,504 +615	+8%	+$36K	0.03%	364
2021 Q2	$441K	Sell	7,889 -21,116	-73%	-$1.07M	0.03%	377
2021 Q1	$1.4M	Sell	29,005 -3,254	-10%	-$174K	0.13%	167
2020 Q4	$1.73M	Buy	32,259 +6,510	+25%	+$310K	0.18%	125
2020 Q3	$1.1M	Buy	25,749 +1,637	+7%	+$67.5K	0.14%	161
2020 Q2	$939K	Buy	+24,112	New	+$762K	0.15%	156

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

Great Valley Advisor Group's WCLD Position: Q1 2022 in Review

Great Valley Advisor Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 8,463 shares — an estimated $439K sold.

Great Valley Advisor Group first reported a position in WCLD in Q2 2020 and held it in 7 quarters. The position peaked at $1.73M in Q4 2020. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Great Valley Advisor Group reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Great Valley Advisor Group sold 8,463 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $439K.
Great Valley Advisor Group first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 7 quarters.
Great Valley Advisor Group's WisdomTree Cloud Computing Fund position peaked at $1.73M in Q4 2020.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Great Valley Advisor Group's 13F filing for Q1 2022, filed 20 Apr 2022.