PP
WCLD

Professional Planning’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Professional Planning’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 		$305K Sell
5,305
-526
-9% -$30.8K 0.15% 99
2021
Q2 		$325K Sell
5,831
-845
-13% -$42.8K 0.15% 98
2021
Q1 		$321K Sell
6,676
-38
-0.6% -$2.03K 0.16% 88
2020
Q4 		$360K Buy
+6,714
New +$320K 0.15% 89

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Professional Planning's WCLD Position: Q3 2021 in Review

Professional Planning reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 9% in Q3 2021, selling an estimated $30.8K and leaving 5,305 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #99.

Professional Planning first reported a position in WCLD in Q4 2020 and has held it in 4 quarters since. The position peaked at $360K in Q4 2020. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

  • Professional Planning held 5,305 shares of WisdomTree Cloud Computing Fund worth $305K as of Q3 2021.
  • Professional Planning sold 526 WisdomTree Cloud Computing Fund shares in Q3 2021, an estimated $30.8K.
  • WisdomTree Cloud Computing Fund made up 0.15% of Professional Planning's portfolio in Q3 2021, its #99 holding.
  • Professional Planning first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 4 quarters since.
  • Professional Planning's WisdomTree Cloud Computing Fund position peaked at $360K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.