Institutional & Family Asset Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Institutional & Family Asset 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	-100	Closed	-$5K	–	841
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	571
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	641
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	693
2021 Q1	$5K	Buy	+100	New	+$5.35K	﹤0.01%	699

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 $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $786B AUM 40.34% 1-Year Est. Return

Institutional & Family Asset Management's WCLD Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in WCLD in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 164 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Institutional & Family Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 100 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $5K.
Institutional & Family Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 4 quarters.
Institutional & Family Asset Management's WisdomTree Cloud Computing Fund position peaked at $6K in Q3 2021.
164 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.