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Pinnacle Private Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Pinnacle Private Wealth’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
-6,683
Closed -$347K – 336
2021
Q4 		$347K Buy
+6,683
New +$388K 0.11% 189

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Private Wealth's WCLD Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 6,683 shares — an estimated $347K sold.

Pinnacle Private Wealth first reported a position in WCLD in Q4 2021 and held it in 1 quarter. The position peaked at $347K in Q4 2021. 164 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

  • Pinnacle Private Wealth reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 6,683 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $347K.
  • Pinnacle Private Wealth first reported a position in WisdomTree Cloud Computing Fund in Q4 2021 and held it in 1 quarter.
  • Pinnacle Private Wealth's WisdomTree Cloud Computing Fund position peaked at $347K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.