Mariner Independent Advisor Network’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Mariner Independent Advisor Network’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	-21,057	Closed	-$1.08M	–	536
2021 Q4	$1.08M	Buy	21,057 +8,276	+65%	+$480K	0.05%	320
2021 Q3	$736K	Sell	12,781 -1,109	-8%	-$65K	0.04%	362
2021 Q2	$776K	Sell	13,890 -16,041	-54%	-$813K	0.04%	370
2021 Q1	$1.44M	Sell	29,931 -9,365	-24%	-$501K	0.08%	260
2020 Q4	$2.1M	Buy	+39,296	New	+$1.87M	0.11%	192

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

Mariner Independent Advisor Network's WCLD Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 21,057 shares — an estimated $1.08M sold.

Mariner Independent Advisor Network first reported a position in WCLD in Q4 2020 and held it in 5 quarters. The position peaked at $2.1M in Q4 2020. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Mariner Independent Advisor Network reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 21,057 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $1.08M.
Mariner Independent Advisor Network first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 5 quarters.
Mariner Independent Advisor Network's WisdomTree Cloud Computing Fund position peaked at $2.1M in Q4 2020.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.