VCWA
WCLD

Vanguard Capital Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Vanguard Capital Wealth 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
-4,780
Closed -$237K – 174
2021
Q1 		$237K Buy
+4,780
New +$256K 0.2% 107

Other funds holding WCLD

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Capital Wealth Advisors's WCLD Position: Q2 2021 in Review

Vanguard Capital Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2021, closing a stake of 4,780 shares — an estimated $237K sold.

Vanguard Capital Wealth Advisors first reported a position in WCLD in Q1 2021 and held it in 1 quarter. The position peaked at $237K in Q1 2021. 180 funds tracked by Wall St. Rank hold WCLD as of Q2 2021.

  • Vanguard Capital Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 4,780 WisdomTree Cloud Computing Fund shares in Q2 2021, an estimated $237K.
  • Vanguard Capital Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $237K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.