KPW
WCLD

Kore Private Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-749
Closed -$29K – 1076
2020
Q2 		$29K Buy
+749
New +$23.7K 0.01% 581

Other funds holding WCLD

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $445M AUM 17.9% 1-Year Est. Return

Kore Private Wealth's WCLD Position: Q3 2020 in Review

Kore Private Wealth sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2020, closing a stake of 749 shares — an estimated $29K sold.

Kore Private Wealth first reported a position in WCLD in Q2 2020 and held it in 1 quarter. The position peaked at $29K in Q2 2020. 116 funds tracked by Wall St. Rank hold WCLD as of Q3 2020.

  • Kore Private Wealth reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 749 WisdomTree Cloud Computing Fund shares in Q3 2020, an estimated $29K.
  • Kore Private Wealth first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's WisdomTree Cloud Computing Fund position peaked at $29K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.