J.W. Cole Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

J.W. Cole 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	-11,245	Closed	-$460K	–	828
2022 Q1	$460K	Sell	11,245 -7,590	-40%	-$319K	0.03%	479
2021 Q4	$977K	Buy	+18,835	New	+$1.09M	0.06%	306
2021 Q1	–	Sell	-3,867	Closed	-$207K	–	700
2020 Q4	$207K	Buy	+3,867	New	+$184K	0.02%	587

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

J.W. Cole Advisors's WCLD Position: Q2 2022 in Review

J.W. Cole Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 11,245 shares — an estimated $460K sold.

J.W. Cole Advisors first reported a position in WCLD in Q4 2020 and held it in 3 quarters. The position peaked at $977K in Q4 2021. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

J.W. Cole Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
J.W. Cole Advisors sold 11,245 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $460K.
J.W. Cole Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 3 quarters.
J.W. Cole Advisors's WisdomTree Cloud Computing Fund position peaked at $977K in Q4 2021.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on J.W. Cole Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.