S.R. Schill & Associates’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

S.R. Schill & Associates’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 Q1	–	Sell	-5,861	Closed	-$314K	–	92
2020 Q4	$314K	Sell	5,861 -334	-5%	-$15.9K	0.14%	64
2020 Q3	$265K	Buy	6,195 +780	+14%	+$32.2K	0.13%	64
2020 Q2	$211K	Buy	+5,415	New	+$171K	0.12%	66

Other funds holding WCLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

CLCM

Center Lake Capital Management West Palm Beach, Florida $45.8M AUM 58.23% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

S.R. Schill & Associates's WCLD Position: Q1 2021 in Review

S.R. Schill & Associates sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 5,861 shares — an estimated $314K sold.

S.R. Schill & Associates first reported a position in WCLD in Q2 2020 and held it in 3 quarters. The position peaked at $314K in Q4 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

S.R. Schill & Associates reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
S.R. Schill & Associates sold 5,861 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $314K.
S.R. Schill & Associates first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 3 quarters.
S.R. Schill & Associates's WisdomTree Cloud Computing Fund position peaked at $314K in Q4 2020.
181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on S.R. Schill & Associates's 13F filing for Q1 2021, filed 30 Apr 2021.