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

Private 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
2022 Q1	–	Sell	-197,710	Closed	-$10.3M	–	85
2021 Q4	$10.3M	Buy	197,710 +5,301	+3%	+$308K	2.36%	11
2021 Q3	$11.1M	Buy	192,409 +8,627	+5%	+$505K	2.78%	8
2021 Q2	$10.3M	Buy	183,782 +11,090	+6%	+$562K	2.65%	10
2021 Q1	$8.32M	Buy	172,692 +135,064	+359%	+$7.22M	2.3%	12
2020 Q4	$2.02M	Buy	37,628 +12,862	+52%	+$613K	0.61%	25
2020 Q3	$1.06M	Buy	+24,766	New	+$1.02M	0.37%	30

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

EEP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

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

Private Wealth Strategies sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 197,710 shares — an estimated $10.3M sold.

Private Wealth Strategies first reported a position in WCLD in Q3 2020 and held it in 6 quarters. The position peaked at $11.1M in Q3 2021. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Private Wealth Strategies reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Private Wealth Strategies sold 197,710 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $10.3M.
Private Wealth Strategies first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 6 quarters.
Private Wealth Strategies's WisdomTree Cloud Computing Fund position peaked at $11.1M in Q3 2021.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

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