Patriot Financial Group Insurance Agency’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-443	Closed	-$12K	–	1931
2022 Q2	$12K	Sell	443 -86	-16%	-$2.79K	﹤0.01%	1189
2022 Q1	$22K	Sell	529 -219	-29%	-$9.22K	﹤0.01%	1059
2021 Q4	$39K	Buy	748 +51	+7%	+$2.96K	0.01%	968
2021 Q3	$40K	Buy	697 +206	+42%	+$12.1K	0.01%	948
2021 Q2	$27K	Sell	491 -106	-18%	-$5.38K	﹤0.01%	1066
2021 Q1	$29K	Sell	597 -154	-21%	-$8.24K	0.01%	965
2020 Q4	$40K	Buy	751 +50	+7%	+$2.38K	0.01%	759
2020 Q3	$30K	Buy	+701	New	+$28.9K	0.01%	673

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WCLD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2022, closing a stake of 443 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in WCLD in Q3 2020 and held it in 8 quarters. The position peaked at $40K in Q3 2021. 127 funds tracked by Wall St. Rank hold WCLD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 443 WisdomTree Cloud Computing Fund shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Cloud Computing Fund position peaked at $40K in Q3 2021.
127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.