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WisdomTree Cloud Computing Fund (WCLD) Institutional Ownership

WisdomTree Cloud Computing Fund logo
$35.96 +0.34 (+0.95%)
Closing price 03:59 PM Eastern
Extended Trading
$35.91 -0.05 (-0.14%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Cloud Computing Fund (NASDAQ:WCLD)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$71.66M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$45.72M
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WCLD Institutional Buying and Selling by Quarter

WisdomTree Cloud Computing Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.9,092$329K0.0%+17.3%0.090%
8/15/2025 Tower Research Capital LLC TRC 8,306$300K0.0%N/A0.083%
8/15/2025 Smartleaf Asset Management LLC4,428$158K0.0%+17.3%0.044%
8/15/2025 Curi Capital LLC598,972$21.65M0.4%+13.5%5.960%
8/15/2025 Byrne Financial Freedom LLC94,900$3.43M1.7%+1.4%0.944%
8/15/2025 Bank of America Corp DE36,397$1.32M0.0%-80.9%0.362%
8/14/2025 Ieq Capital LLC199,456$7.21M0.0%-3.1%1.985%
8/14/2025 Qube Research & Technologies Ltd17,361$627K0.0%-62.8%0.173%
8/14/2025 Cerity Partners LLC16,194$585K0.0%-3.8%0.161%
8/13/2025 Flow Traders U.S. LLC24,619$890K0.0%N/A0.245%
8/13/2025 Marshall Wace LLP26,605$962K0.0%+152.8%0.265%
8/13/2025 CW Advisors LLC13,366$483K0.0%N/A0.133%
8/13/2025 Sumitomo Mitsui Financial Group Inc.58,506$2.11M0.0%-19.3%0.582%
8/12/2025 JPMorgan Chase & Co.227,808$8.23M0.0%-0.2%2.267%
8/11/2025 Y.D. More Investments Ltd5,251$190K0.0%+32.9%0.052%
8/8/2025 Cetera Investment Advisers30,380$1.10M0.0%-10.4%0.302%
8/4/2025 Creative Financial Designs Inc. ADV5,600$202K0.0%+85.4%0.056%
7/31/2025 Wealthfront Advisers LLC61,892$2.24M0.0%+0.8%0.616%
7/29/2025 Joseph P. Lucia & Associates LLC33,955$1.23M0.5%-5.3%0.338%
7/25/2025 Endowment Wealth Management Inc.8,309$300K0.2%+26.9%0.082%
7/25/2025 CWM LLC15,176$548K0.0%+3.1%0.149%
7/25/2025 Lodestar Private Asset Management LLC8,843$320K0.0%-47.8%0.087%
7/22/2025 OLD National Bancorp IN129,055$4.66M0.1%N/A1.259%
7/18/2025 O ROURKE & COMPANY Inc6,744$244K0.1%-18.4%0.066%
7/16/2025 Perigon Wealth Management LLC12,160$439K0.0%-42.0%0.118%
7/15/2025 North Star Investment Management Corp.1,625$59K0.0%N/A0.016%
7/14/2025 Opal Wealth Advisors LLC5,634$204K0.1%+44.0%0.055%
7/10/2025 Selective Wealth Management Inc.295,066$10.86M4.0%-2.9%2.865%
5/16/2025Goldman Sachs Group Inc.65,668$2.13M0.0%-68.1%0.577%
5/16/2025Integrated Wealth Concepts LLC13,075$424K0.0%N/A0.115%
5/16/2025Curi RMB Capital LLC527,580$17.12M0.4%+40.9%4.636%
5/16/2025Banque Transatlantique SA2,900$87K0.0%N/A0.025%
5/14/2025Ieq Capital LLC205,840$6.68M0.1%+42.1%1.809%
5/14/2025Joseph P. Lucia & Associates LLC35,860$1.16M0.5%+2.8%0.315%
5/14/2025Sumitomo Mitsui Financial Group Inc.72,481$2.35M0.0%+7.2%0.637%
5/13/2025Raymond James Financial Inc.159,079$5.16M0.0%+5.4%1.398%
5/13/2025HighTower Advisors LLC28,051$910K0.0%-12.1%0.246%
5/12/2025Y.D. More Investments Ltd3,951$128K0.0%+21.5%0.035%
5/9/2025Endowment Wealth Management Inc.6,546$212K0.1%N/A0.058%
5/9/2025Blair William & Co. IL7,245$235K0.0%-35.5%0.064%
5/8/2025Clearwater Capital Advisors LLC185,915$6.03M0.6%+6.8%1.634%
5/8/2025Harbour Investments Inc.2,805$91K0.0%-16.3%0.025%
5/8/2025Banque Cantonale Vaudoise6,707$218K0.0%N/A0.059%
5/7/2025Fairman Group LLC1,560$51K0.1%-55.4%0.014%
5/7/2025Oxler Private Wealth LLC9,701$315K0.1%-4.1%0.085%
5/7/2025LPL Financial LLC93,048$3.02M0.0%-19.2%0.818%
5/6/2025Cetera Investment Advisers33,894$1.10M0.0%-4.2%0.298%
5/2/2025Larson Financial Group LLC6,215$202K0.0%-6.0%0.054%
5/2/2025Wealthfront Advisers LLC61,431$1.99M0.0%-3.0%0.537%
5/1/2025CWM LLC14,720$478K0.0%-5.8%0.129%
4/30/2025Cerity Partners LLC16,827$546K0.0%+10.0%0.147%
4/29/2025Byrne Financial Freedom LLC93,609$3.04M1.7%+0.8%0.818%
4/28/2025Summit Trail Advisors LLC284,912$9.25M0.3%+11.4%2.415%
4/23/2025Creative Financial Designs Inc. ADV3,020$98K0.0%+43,042.9%0.025%
4/23/2025Perigon Wealth Management LLC20,974$681K0.0%-16.2%0.177%
4/18/2025Wolf Group Capital Advisors7,411$240K0.1%-37.6%0.063%
4/16/2025Opal Wealth Advisors LLC3,912$127K0.0%N/A0.033%
4/16/2025Twin Peaks Wealth Advisors LLC7,819$242K0.1%+22.7%0.065%
4/14/2025Selective Wealth Management Inc.303,774$9.28M4.0%-2.8%2.542%
4/11/2025StoneCrest Wealth Management Inc.95,861$3.11M2.0%+2.9%0.799%
3/24/2025Mascagni Wealth Management Inc.3,208$120K0.1%N/A0.026%
2/25/2025Armis Advisers LLC14,504$544K0.1%N/A0.120%
2/18/2025GTS Securities LLC9,164$344K0.0%+33.6%0.076%
2/17/2025Two Sigma Investments LP50,486$1.89M0.0%N/A0.416%
2/17/2025Cetera Investment Advisers35,387$1.33M0.0%-18.1%0.292%
2/17/2025Bank of America Corp DE34,367$1.29M0.0%-57.7%0.283%
2/17/2025Ameriprise Financial Inc.8,139$305K0.0%-40.6%0.067%
2/14/2025Schonfeld Strategic Advisors LLC38,600$1.45M0.0%N/A0.318%
2/14/2025Pinebridge Investments L.P.33,661$1.26M0.0%+386.5%0.278%
2/14/2025Stifel Financial Corp28,582$1.07M0.0%-18.0%0.236%
2/14/2025Tower Research Capital LLC TRC 14,283$536K0.0%+170.5%0.118%
2/14/2025Curi RMB Capital LLC374,312$14.04M0.3%N/A3.086%
2/13/2025Marshall Wace LLP20,961$786K0.0%N/A0.173%
2/13/2025O ROURKE & COMPANY Inc8,263$310K0.2%+20.3%0.068%
2/13/2025Raymond James Financial Inc.150,946$5.66M0.0%N/A1.244%
2/13/2025Advisory Services Network LLC7,874$295K0.0%+14.6%0.065%
2/13/2025Sumitomo Mitsui Financial Group Inc.67,607$2.54M0.0%-2.2%0.557%
2/12/2025Franklin Resources Inc.25,167$944K0.0%+3.0%0.207%
2/12/2025JPMorgan Chase & Co.429,621$16.12M0.0%-19.3%3.542%
2/11/2025LPL Financial LLC115,128$4.32M0.0%-6.8%0.949%
2/10/2025Clearwater Capital Advisors LLC174,098$6.53M0.6%-4.3%1.435%
2/10/2025Harbour Investments Inc.3,350$126K0.0%-16.1%0.028%
2/10/2025Commonwealth Equity Services LLC14,502$544K0.0%-17.8%0.120%
2/7/2025EPIQ Capital Group LLC59,418$2.23M0.6%+0.7%0.490%
2/6/2025Raymond James Financial Inc.150,946$5.66M0.0%N/A1.244%
2/5/2025Halbert Hargrove Global Advisors LLC5,702$214K0.0%N/A0.047%
2/4/2025Twin Peaks Wealth Advisors LLC6,371$239K0.1%-21.3%0.053%
2/3/2025Ieq Capital LLC144,891$5.44M0.1%+36.7%1.194%
2/3/2025Private Advisor Group LLC7,478$281K0.0%-42.3%0.062%
1/30/2025Vontobel Holding Ltd.5,800$218K0.0%-23.7%0.048%
1/29/2025Stonebridge Financial Group LLC327,021$12.27M1.4%N/A2.703%
1/29/2025Summit Trail Advisors LLC255,743$9.60M0.4%+24.1%2.114%
1/27/2025Insight Advisors LLC PA8,138$307K0.1%+19.2%0.067%
1/27/2025Robertson Stephens Wealth Management LLC5,362$201K0.0%-15.0%0.044%
1/27/2025Y.D. More Investments Ltd3,251$122K0.0%+170.9%0.027%
1/23/2025Oxler Private Wealth LLC10,115$380K0.1%-31.8%0.084%
1/23/2025Milestone Asset Management LLC11,191$420K0.1%+5.9%0.092%
1/22/2025Joseph P. Lucia & Associates LLC34,881$1.31M0.6%+9.8%0.288%
1/15/2025Selective Wealth Management Inc.312,554$11.57M4.7%-3.5%2.531%
1/15/2025Merit Financial Group LLC5,840$219K0.0%N/A0.047%
(Data available from 1/1/2016 forward)

WCLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WCLD shares?

During the previous two years, 110 institutional investors and hedge funds held shares of WisdomTree Cloud Computing Fund. The most heavily invested institutionals were Curi Capital LLC ($21.65M), Curi RMB Capital LLC ($17.12M), Stonebridge Financial Group LLC ($12.27M), Selective Wealth Management Inc. ($10.86M), Summit Trail Advisors LLC ($9.25M), JPMorgan Chase & Co. ($8.23M), and Ieq Capital LLC ($7.21M).Learn more on WisdomTree Cloud Computing Fund's institutional investors.

Which institutional investors have been buying WisdomTree Cloud Computing Fund's stock?

Of the 84 institutional investors that purchased WisdomTree Cloud Computing Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Curi RMB Capital LLC ($527.58K), Summit Trail Advisors LLC ($488.75K), Stonebridge Financial Group LLC ($327.02K), Raymond James Financial Inc. ($310.03K), StoneCrest Wealth Management Inc. ($185.93K), Ieq Capital LLC ($158.80K), and OLD National Bancorp IN ($129.06K).

How much institutional buying is happening at WisdomTree Cloud Computing Fund?

Institutional investors have bought a total of 1,969,214 shares in the last 24 months. This purchase volume represents approximately $71.66M in transactions.

Which of WisdomTree Cloud Computing Fund's major shareholders have been selling company stock?

Of the 37 institutional investors that sold WisdomTree Cloud Computing Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meitav Investment House Ltd. ($528.74K), Bank of America Corp DE ($201.11K), JPMorgan Chase & Co. ($166.38K), Goldman Sachs Group Inc. ($140.35K), Summit Trail Advisors LLC ($51.48K), Selective Wealth Management Inc. ($45.07K), and LPL Financial LLC ($30.42K).

How much institutional selling is happening at WisdomTree Cloud Computing Fund?

Institutional investors have sold a total of 1,357,131 shares in the last 24 months. This volume of shares sold represents approximately $45.72M in transactions.


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This page (NASDAQ:WCLD) was last updated on 9/15/2025 by MarketBeat.com Staff
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