SIAP
WCLD

Sterling Investment Advisors (Pennsylvania)’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-115
Closed -$3K – 522
2022
Q2 		$3K Hold
115
– – ﹤0.01% 492
2022
Q1 		$5K Buy
+115
New +$4.84K ﹤0.01% 497

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 $9.12B AUM 42.07% 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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WCLD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2022, closing a stake of 115 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WCLD in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 127 funds tracked by Wall St. Rank hold WCLD as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 115 WisdomTree Cloud Computing Fund shares in Q3 2022, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s WisdomTree Cloud Computing Fund position peaked at $5K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.