Pathstone Family Office’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Pathstone Family Office’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	-554	Closed	-$30K	–	1344
2020 Q4	$30K	Buy	554 +500	+926%	+$23.8K	﹤0.01%	612
2020 Q3	$2K	Buy	+54	New	+$2.23K	﹤0.01%	714

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

Pathstone Family Office's WCLD Position: Q1 2021 in Review

Pathstone Family Office sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 554 shares — an estimated $30K sold.

Pathstone Family Office first reported a position in WCLD in Q3 2020 and held it in 2 quarters. The position peaked at $30K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

Pathstone Family Office reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
Pathstone Family Office sold 554 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $30K.
Pathstone Family Office first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 2 quarters.
Pathstone Family Office's WisdomTree Cloud Computing Fund position peaked at $30K in Q4 2020.
181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.