WWM
WCLD

WJ Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

WJ Wealth Management’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
Q1 		– Sell
-4,675
Closed -$250K – 44
2020
Q4 		$250K Sell
4,675
-225
-5% -$10.7K 0.78% 34
2020
Q3 		$209K Sell
4,900
-6,188
-56% -$255K 0.68% 31
2020
Q2 		$431K Buy
+11,088
New +$351K 0.3% 36

Other funds holding WCLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
CLCM
Center Lake Capital Management West Palm Beach, Florida $45.8M AUM 58.23% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

WJ Wealth Management's WCLD Position: Q1 2021 in Review

WJ Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2021, closing a stake of 4,675 shares — an estimated $250K sold.

WJ Wealth Management first reported a position in WCLD in Q2 2020 and held it in 3 quarters. The position peaked at $431K in Q2 2020. 181 funds tracked by Wall St. Rank hold WCLD as of Q1 2021.

  • WJ Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2021 after selling out during the quarter.
  • WJ Wealth Management sold 4,675 WisdomTree Cloud Computing Fund shares in Q1 2021, an estimated $250K.
  • WJ Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 3 quarters.
  • WJ Wealth Management's WisdomTree Cloud Computing Fund position peaked at $431K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2021.

Based on WJ Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.