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Paragon Wealth Strategies’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Paragon Wealth Strategies’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
Q3 		– Sell
-332
Closed -$19K – 278
2021
Q2 		$19K Buy
+332
New +$16.8K 0.01% 141

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Paragon Wealth Strategies's WCLD Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2021, closing a stake of 332 shares — an estimated $19K sold.

Paragon Wealth Strategies first reported a position in WCLD in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 332 WisdomTree Cloud Computing Fund shares in Q3 2021, an estimated $19K.
  • Paragon Wealth Strategies first reported a position in WisdomTree Cloud Computing Fund in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's WisdomTree Cloud Computing Fund position peaked at $19K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.