Rollins Financial’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Rollins Financial’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 Q2	–	Sell	-25,538	Closed	-$1.04M	–	131
2022 Q1	$1.04M	Sell	25,538 -30,177	-54%	-$1.27M	0.31%	39
2021 Q4	$2.89M	Buy	+55,715	New	+$3.23M	0.84%	18
2021 Q2	$2.94M	Sell	52,510 -11,200	-18%	-$568K	1.07%	16
2021 Q1	$3.07M	Sell	63,710 -1,348	-2%	-$72.1K	1.32%	12
2020 Q4	$3.49M	Buy	+65,058	New	+$3.1M	1.59%	11

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 $14.9B AUM 46.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rollins Financial's WCLD Position: Q2 2022 in Review

Rollins Financial sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 25,538 shares — an estimated $1.04M sold.

Rollins Financial first reported a position in WCLD in Q4 2020 and held it in 5 quarters. The position peaked at $3.49M in Q4 2020. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

Rollins Financial reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
Rollins Financial sold 25,538 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $1.04M.
Rollins Financial first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 5 quarters.
Rollins Financial's WisdomTree Cloud Computing Fund position peaked at $3.49M in Q4 2020.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Rollins Financial's 13F filing for Q2 2022, filed 8 Aug 2022.