SWG
WCLD

Summit Wealth Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Summit Wealth Group’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
Q3 		– Sell
-300
Closed -$17K – 217
2021
Q2 		$17K Hold
300
– – 0.03% 83
2021
Q1 		$14K Buy
+300
New +$16K 0.02% 88

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
PNC Financial Services Group
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Summit Wealth Group's WCLD Position: Q3 2021 in Review

Summit Wealth Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2021, closing a stake of 300 shares — an estimated $17K sold.

Summit Wealth Group first reported a position in WCLD in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 179 funds tracked by Wall St. Rank hold WCLD as of Q3 2021.

  • Summit Wealth Group reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 300 WisdomTree Cloud Computing Fund shares in Q3 2021, an estimated $17K.
  • Summit Wealth Group first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's WisdomTree Cloud Computing Fund position peaked at $17K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.