Mid Atlantic Financial Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Mid Atlantic Financial 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
2021 Q1	–	Sell	-5,500	Closed	-$295K	–	902
2020 Q4	$295K	Buy	5,500 +870	+19%	+$41.5K	0.02%	582
2020 Q3	$204K	Buy	+4,630	New	+$191K	0.02%	649

Other funds holding WCLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CLCM

Center Lake Capital Management West Palm Beach, Florida $45.8M AUM 58.23% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Mid Atlantic Financial Management's WCLD Position: Q1 2021 in Review

Mid Atlantic Financial Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 5,500 shares — an estimated $295K sold.

Mid Atlantic Financial Management first reported a position in WCLD in Q3 2020 and held it in 2 quarters. The position peaked at $295K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

Mid Atlantic Financial Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 5,500 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $295K.
Mid Atlantic Financial Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 2 quarters.
Mid Atlantic Financial Management's WisdomTree Cloud Computing Fund position peaked at $295K in Q4 2020.
181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2021, filed 11 May 2021.