Prestige Wealth Management Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Prestige Wealth Management Group’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	-500	Closed	-$28K	–	1062
2021 Q2	$28K	Hold	500	–	–	0.01%	313
2021 Q1	$24K	Hold	500	–	–	0.01%	335
2020 Q4	$27K	Hold	500	–	–	0.01%	312
2020 Q3	$21K	Buy	+500	New	+$20.6K	0.01%	344

Other funds holding WCLD

MIH

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Prestige Wealth Management Group's WCLD Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2021, closing a stake of 500 shares — an estimated $28K sold.

Prestige Wealth Management Group first reported a position in WCLD in Q3 2020 and held it in 4 quarters. The position peaked at $28K in Q2 2021. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

Prestige Wealth Management Group reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 500 WisdomTree Cloud Computing Fund shares in Q3 2021, an estimated $28K.
Prestige Wealth Management Group first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 4 quarters.
Prestige Wealth Management Group's WisdomTree Cloud Computing Fund position peaked at $28K in Q2 2021.
179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.