West Oak Capital’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

West Oak Capital’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
2022 Q1	–	Sell	-350	Closed	-$18K	–	380
2021 Q4	$18K	Sell	350 -50	-13%	-$2.9K	0.01%	237
2021 Q3	$23K	Hold	400	–	–	0.01%	235
2021 Q2	$22K	Hold	400	–	–	0.01%	233
2021 Q1	$19K	Hold	400	–	–	0.01%	232
2020 Q4	$21K	Hold	400	–	–	0.01%	219
2020 Q3	$17K	Sell	400 -50	-11%	-$2.06K	0.01%	208
2020 Q2	$18K	Buy	+450	New	+$14.2K	0.01%	210

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Oak Capital's WCLD Position: Q1 2022 in Review

West Oak Capital sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 350 shares — an estimated $18K sold.

West Oak Capital first reported a position in WCLD in Q2 2020 and held it in 7 quarters. The position peaked at $23K in Q3 2021. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

West Oak Capital reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
West Oak Capital sold 350 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $18K.
West Oak Capital first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 7 quarters.
West Oak Capital's WisdomTree Cloud Computing Fund position peaked at $23K in Q3 2021.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on West Oak Capital's 13F filing for Q1 2022, filed 20 Apr 2022.