SOA Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

SOA Wealth 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
2022 Q1	–	Sell	-103	Closed	-$5K	–	1019
2021 Q4	$5K	Hold	103	–	–	﹤0.01%	675
2021 Q3	$5K	Hold	103	–	–	﹤0.01%	696
2021 Q2	$5K	Hold	103	–	–	﹤0.01%	680
2021 Q1	$4K	Hold	103	–	–	﹤0.01%	663
2020 Q4	$6K	Buy	+103	New	+$4.91K	﹤0.01%	595

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

SOA Wealth Advisors's WCLD Position: Q1 2022 in Review

SOA Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 103 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in WCLD in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

SOA Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
SOA Wealth Advisors sold 103 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $5K.
SOA Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 5 quarters.
SOA Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $6K in Q4 2020.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on SOA Wealth Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.