Valeo Financial Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-2,067	Closed	-$100K	–	1818
2021 Q1	$100K	Buy	2,067 +35	+2%	+$1.87K	﹤0.01%	629
2020 Q4	$109K	Buy	2,032 +1,308	+181%	+$62.4K	0.01%	541
2020 Q3	$31K	Buy	724 +18	+3%	+$742	﹤0.01%	807
2020 Q2	$28K	Buy	+706	New	+$22.3K	﹤0.01%	945

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

Valeo Financial Advisors's WCLD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2021, closing a stake of 2,067 shares — an estimated $100K sold.

Valeo Financial Advisors first reported a position in WCLD in Q2 2020 and held it in 4 quarters. The position peaked at $109K in Q4 2020. 180 funds tracked by Wall St. Rank hold WCLD as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,067 WisdomTree Cloud Computing Fund shares in Q2 2021, an estimated $100K.
Valeo Financial Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's WisdomTree Cloud Computing Fund position peaked at $109K in Q4 2020.
180 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.