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SeaBridge Investment Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

SeaBridge Investment Advisors’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
2020
Q4 		– Sell
-500
Closed -$21K – 236
2020
Q3 		$21K Hold
500
– – 0.01% 202
2020
Q2 		$19K Buy
+500
New +$15.8K 0.01% 211

Other funds holding WCLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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
BWM
Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

SeaBridge Investment Advisors's WCLD Position: Q4 2020 in Review

SeaBridge Investment Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2020, closing a stake of 500 shares — an estimated $21K sold.

SeaBridge Investment Advisors first reported a position in WCLD in Q2 2020 and held it in 2 quarters. The position peaked at $21K in Q3 2020. 164 funds tracked by Wall St. Rank hold WCLD as of Q4 2020.

  • SeaBridge Investment Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2020 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 500 WisdomTree Cloud Computing Fund shares in Q4 2020, an estimated $21K.
  • SeaBridge Investment Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 2 quarters.
  • SeaBridge Investment Advisors's WisdomTree Cloud Computing Fund position peaked at $21K in Q3 2020.
  • 164 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2020.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.