WAP
WCLD icon

Wealthcare Advisory Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Wealthcare Advisory Partners’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
-758
Closed -$37K – 1861
2021
Q1 		$37K Buy
+758
New +$40.5K ﹤0.01% 989

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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.44B AUM 24.95% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $1.15T AUM 47.82% 1-Year Est. Return

Wealthcare Advisory Partners's WCLD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2021, closing a stake of 758 shares — an estimated $37K sold.

Wealthcare Advisory Partners first reported a position in WCLD in Q1 2021 and held it in 1 quarter. The position peaked at $37K in Q1 2021. 180 funds tracked by Wall St. Rank hold WCLD as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 758 WisdomTree Cloud Computing Fund shares in Q2 2021, an estimated $37K.
  • Wealthcare Advisory Partners first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's WisdomTree Cloud Computing Fund position peaked at $37K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.