USCA RIA’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

USCA RIA’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 Q2	$2.6M	Sell	46,589 -3,514	-7%	-$178K	0.16%	186
2021 Q1	$2.41M	Buy	50,103 +5,588	+13%	+$299K	0.16%	185
2020 Q4	$2.38M	Buy	44,515 +722	+2%	+$34.4K	0.17%	130
2020 Q3	$1.87M	Buy	43,793 +37,793	+630%	+$1.56M	0.15%	142
2020 Q2	$234K	Buy	+6,000	New	+$190K	0.02%	390

Other funds holding WCLD

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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 $1.55B 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USCA RIA's WCLD Position: Q2 2021 in Review

USCA RIA reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 7% in Q2 2021, selling an estimated $178K and leaving 46,589 shares worth $2.6M. The position accounts for 0.16% of the portfolio, ranked #186.

USCA RIA first reported a position in WCLD in Q2 2020 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold WCLD as of Q2 2021.

USCA RIA held 46,589 shares of WisdomTree Cloud Computing Fund worth $2.6M as of Q2 2021.
USCA RIA sold 3,514 WisdomTree Cloud Computing Fund shares in Q2 2021, an estimated $178K.
WisdomTree Cloud Computing Fund made up 0.16% of USCA RIA's portfolio in Q2 2021, its #186 holding.
USCA RIA first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.