Strategic Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Strategic Wealth Management’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 Q4	$2.98M	Buy	57,563 +5,000	+10%	+$290K	1.48%	27
2021 Q3	$3.03M	Buy	52,563 +5,661	+12%	+$332K	1.57%	22
2021 Q2	$2.62M	Sell	46,902 -1,376	-3%	-$69.8K	1.41%	26
2021 Q1	$2.33M	Hold	48,278	–	–	1.39%	27
2020 Q4	$2.59M	Buy	48,278 +12	+0%	+$572	1.59%	27
2020 Q3	$2.06M	Buy	+48,266	New	+$1.99M	1.54%	27

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.53B AUM 20.88% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Strategic Wealth Management's WCLD Position: Q4 2021 in Review

Strategic Wealth Management increased its WisdomTree Cloud Computing Fund (WCLD) stake by 9.5% in Q4 2021, buying an estimated $290K and bringing the position to 57,563 shares worth $2.98M. The position accounts for 1.48% of the portfolio, ranked #27.

Strategic Wealth Management first reported a position in WCLD in Q3 2020 and has held it in 6 quarters since. The position peaked at $3.03M in Q3 2021. 194 funds tracked by Wall St. Rank hold WCLD as of Q4 2021.

Strategic Wealth Management held 57,563 shares of WisdomTree Cloud Computing Fund worth $2.98M as of Q4 2021.
Strategic Wealth Management bought 5,000 WisdomTree Cloud Computing Fund shares in Q4 2021, an estimated $290K.
WisdomTree Cloud Computing Fund made up 1.48% of Strategic Wealth Management's portfolio in Q4 2021, its #27 holding.
Strategic Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 6 quarters since.
Strategic Wealth Management's WisdomTree Cloud Computing Fund position peaked at $3.03M in Q3 2021.
194 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.