Kingsview Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Kingsview Wealth 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	-6,044	Closed	-$313K	–	1025
2021 Q4	$313K	Sell	6,044 -2,096	-26%	-$122K	0.01%	715
2021 Q3	$469K	Buy	8,140 +194	+2%	+$11.4K	0.02%	565
2021 Q2	$443K	Sell	7,946 -675	-8%	-$34.2K	0.02%	594
2021 Q1	$427K	Sell	8,621 -600	-7%	-$32.1K	0.02%	540
2020 Q4	$494K	Buy	9,221 +3,718	+68%	+$177K	0.04%	447
2020 Q3	$235K	Buy	+5,503	New	+$227K	0.02%	531

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

Kingsview Wealth Management's WCLD Position: Q1 2022 in Review

Kingsview Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 6,044 shares — an estimated $313K sold.

Kingsview Wealth Management first reported a position in WCLD in Q3 2020 and held it in 6 quarters. The position peaked at $494K in Q4 2020. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Kingsview Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Kingsview Wealth Management sold 6,044 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $313K.
Kingsview Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 6 quarters.
Kingsview Wealth Management's WisdomTree Cloud Computing Fund position peaked at $494K in Q4 2020.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.