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WisdomTree Cloud Computing Fund (WCLD) Institutional Ownership

$31.93
+0.35 (+1.11%)
(As of 07/15/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Cloud Computing Fund (NASDAQ:WCLD)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$41.84M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$9.34M
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WCLD Institutional Buying and Selling by Quarter

WisdomTree Cloud Computing Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2024Insight Advisors LLC PA6,388$202K0.0%N/A0.043%
7/12/2024Opal Wealth Advisors LLC3,427$108K0.0%+107.2%0.022%
7/10/2024 Selective Wealth Management Inc.340,138$10.53M4.6%-3.6%2.202%
7/10/2024 CWM LLC17,986$568K0.0%-4.8%0.116%
7/5/2024 HBW Advisory Services LLC1,001$32K0.0%N/A0.006%
5/24/2024Cetera Advisors LLC46,090$1.61M0.0%+125.0%0.262%
5/24/2024Cetera Investment Advisers60,825$2.12M0.0%+51.3%0.346%
5/14/2024CreativeOne Wealth LLC38,344$1.34M0.1%N/A0.218%
5/10/2024Resolute Advisors LLC46,762$1.63M0.3%-21.2%0.266%
5/9/2024Clearwater Capital Advisors LLC150,294$5.23M0.6%+1.4%0.854%
5/9/2024SageView Advisory Group LLC27,609$961K0.0%N/A0.157%
5/4/2024Joseph P. Lucia & Associates LLC29,719$1.04M0.6%+1.2%0.167%
5/2/2024Graypoint LLC8,078$281K0.0%-14.8%0.046%
5/1/2024Private Advisor Group LLC13,438$468K0.0%-5.2%0.076%
4/30/2024SpiderRock Advisors LLC12,600$432K0.0%N/A0.071%
4/29/2024Commonwealth Equity Services LLC58,077$2.02M0.0%-6.5%0.327%
4/25/2024Lodestar Private Asset Management LLC18,649$649K0.1%-25.0%0.105%
4/24/2024Oxler Private Wealth LLC15,285$532K0.2%-18.9%0.084%
4/23/2024Twin Peaks Wealth Advisors LLC9,684$337K0.2%-8.0%0.053%
4/23/2024Summit Trail Advisors LLC409,861$14.27M0.4%N/A2.258%
4/23/2024StoneCrest Wealth Management Inc.90,072$3.14M2.7%+2.2%0.496%
4/22/2024Raymond James & Associates133,843$4.66M0.0%+594.0%0.737%
4/18/2024O ROURKE & COMPANY Inc8,426$293K0.2%N/A0.046%
4/12/2024First PREMIER Bank1,594$56K0.0%+35.8%0.009%
4/11/2024Opal Wealth Advisors LLC1,654$58K0.0%N/A0.009%
4/11/2024 Selective Wealth Management Inc.352,800$11.80M5.1%-1.5%1.923%
4/10/2024First Community Trust NA13,010$453K0.4%N/A0.070%
4/9/2024Destiny Wealth Partners LLC93,140$3.24M0.6%+0.4%0.499%
3/26/2024Fairman Group LLC3,500$122K0.1%N/A0.019%
3/22/2024PNC Financial Services Group Inc.1,700$59K0.0%-55.3%0.009%
3/8/2024ICA Group Wealth Management LLC5,065$177K0.0%N/A0.027%
2/26/2024Centaurus Financial Inc.23,083$807K0.1%N/A0.123%
2/12/2024Parallel Advisors LLC5,298$185K0.0%+32.2%0.028%
2/9/2024Cambridge Investment Research Advisors Inc.47,347$1.66M0.0%+4.4%0.251%
2/9/2024Oxler Private Wealth LLC18,848$659K0.5%-5.2%0.100%
2/8/2024Brown Advisory Inc.8,000$280K0.0%N/A0.042%
2/8/2024Stelac Advisory Services LLC3,164$111K0.1%N/A0.017%
2/8/2024Ceera Investments LLC6,721$235K0.1%N/A0.036%
2/8/2024Sumitomo Mitsui Financial Group Inc.82,039$2.87M0.1%-5.6%0.436%
2/7/2024Northwest Financial Advisors2,890$101K0.1%N/A0.015%
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2/7/2024Clearwater Capital Advisors LLC148,267$5.18M0.6%-30.5%0.787%
2/6/2024Private Advisor Group LLC14,175$495K0.0%+46.8%0.075%
2/6/2024Merit Financial Group LLC5,940$208K0.0%N/A0.032%
2/5/2024Cary Street Partners Investment Advisory LLC9,325$326K0.1%+52.2%0.050%
2/2/2024Atria Wealth Solutions Inc.6,791$237K0.0%-7.4%0.035%
2/1/2024 CWM LLC21,570$754K0.0%-4.7%0.112%
1/30/2024SFI Advisors LLC37,410$1.31M1.1%-4.3%0.194%
1/30/2024Vontobel Holding Ltd.7,600$266K0.0%-14.9%0.039%
1/29/2024Northstar Asset Management LLC6,830$239K0.1%-22.2%0.035%
1/29/2024Joseph P. Lucia & Associates LLC29,379$1.03M0.6%-1.6%0.152%
1/29/2024Perigon Wealth Management LLC22,599$790K0.0%+1.5%0.117%
1/24/2024Sowell Financial Services LLC11,997$419K0.0%-12.8%0.063%
1/24/2024International Assets Investment Management LLC5,592$195K0.0%+3,395.0%0.030%
1/24/2024Halbert Hargrove Global Advisors LLC5,976$209K0.0%N/A0.032%
1/22/2024StoneCrest Wealth Management Inc.88,130$3.08M3.0%N/A0.453%
1/19/2024Destiny Wealth Partners LLC92,724$3.01M0.6%+3.6%0.477%
1/18/2024KM Capital Management Ltd.52,534$1.84M1.1%+5.6%0.265%
1/17/2024Twin Peaks Wealth Advisors LLC10,528$368K0.2%N/A0.053%
1/16/2024Raymond James Financial Services Advisors Inc.35,391$1.24M0.0%+114.2%0.178%
1/16/2024Raymond James & Associates19,285$674K0.0%-9.0%0.097%
1/5/2024 Selective Wealth Management Inc.358,111$11.64M5.8%+3.5%1.848%
11/16/2023Belpointe Asset Management LLC10,018$297K0.0%-6.2%0.047%
11/14/2023Tower Research Capital LLC TRC 31,020$919K0.0%+1,849.7%0.144%
11/14/2023Operose Advisors LLC3,430$102K0.0%N/A0.016%
11/13/2023LPL Financial LLC226,292$6.71M0.0%+21.6%1.054%
11/13/2023Kestra Advisory Services LLC14,132$419K0.0%-7.7%0.066%
11/9/2023UBS Group AG108,976$3.23M0.0%+0.4%0.507%
11/8/2023HighTower Advisors LLC62,316$1.84M0.0%+23.7%0.290%
11/8/2023EPIQ Capital Group LLC40,851$1.21M0.6%+3.7%0.190%
11/8/2023Atria Wealth Solutions Inc.7,335$217K0.0%-8.9%0.034%
11/8/2023Sowell Financial Services LLC13,761$408K0.0%-6.9%0.064%
11/8/2023Sumitomo Mitsui Financial Group Inc.86,942$2.58M0.1%+9.9%0.405%
11/8/2023Resolute Advisors LLC59,362$1.76M0.3%+26.9%0.276%
11/3/2023Private Advisor Group LLC9,653$286K0.0%-36.9%0.044%
11/1/2023Wealthfront Advisers LLC57,773$1.71M0.0%+7.3%0.266%
10/31/2023Lodestar Private Asset Management LLC24,866$737K0.1%+14.0%0.114%
10/30/2023SFI Advisors LLC39,102$1.16M1.1%-2.3%0.180%
10/30/2023Joseph P. Lucia & Associates LLC29,844$884K0.4%-2.5%0.137%
10/30/2023Meitav Investment House Ltd.573,103$16.96M0.3%-0.6%2.637%
10/25/2023Northstar Asset Management LLC8,780$260K0.1%-10.2%0.041%
10/24/2023Clearwater Capital Advisors LLC213,409$6.32M0.8%-1.0%0.982%
10/24/2023Raymond James Financial Services Advisors Inc.16,520$489K0.0%-11.9%0.076%
10/24/2023Raymond James & Associates21,192$628K0.0%-9.2%0.098%
10/23/2023Commonwealth Equity Services LLC78,358$2.32M0.0%-6.0%0.361%
10/20/2023Bremer Bank National Association129,055$3.82M0.8%+111.5%0.594%
10/12/2023IFP Advisors Inc2,787$83K0.0%-22.3%0.013%
10/12/2023 RVW Wealth LLC1,196$35K0.0%N/A0.006%
10/12/2023 HBW Advisory Services LLC13,049$387K0.1%-15.4%0.063%
10/11/2023AE Wealth Management LLC52,282$1.55M0.0%+24.6%0.252%
10/11/2023 CWM LLC22,642$671K0.0%-3.4%0.109%
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10/11/2023Vontobel Holding Ltd.8,930$265K0.0%-25.8%0.043%
10/10/2023Destiny Wealth Partners LLC89,513$2.65M0.5%+0.5%0.431%
10/10/2023 Selective Wealth Management Inc.345,911$9.99M5.5%-2.1%1.665%
8/18/2023SFI Advisors LLC40,010$1.27M1.2%-2.3%0.181%
8/15/2023Halbert Hargrove Global Advisors LLC6,346$201K0.0%N/A0.029%
8/11/2023Pinebridge Investments L.P.13,329$423K0.0%N/A0.060%
8/11/2023Cibc World Market Inc.82,761$2.62M0.0%+16.5%0.374%
8/11/2023KM Capital Management Ltd.44,096$1.40M1.0%+117.6%0.200%
8/11/2023Kestra Advisory Services LLC15,309$485K0.0%-15.8%0.069%
8/10/2023Private Advisor Group LLC15,290$502K0.0%-13.9%0.069%
(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, 116 institutional investors and hedge funds held shares of WisdomTree Cloud Computing Fund. The most heavily invested institutionals were Edgehill Endowment Partners LLC ($40.50M), Meitav Investment House Ltd. ($16.96M), Meitav Dash Investments Ltd. ($15.53M), Summit Trail Advisors LLC ($14.27M), Selective Wealth Management Inc. ($10.53M), RMB Capital Management LLC ($7.61M), and Yarbrough Capital LLC ($6.91M).Learn more on WCLD's institutional investors.

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

Of the 95 institutional investors that purchased WisdomTree Cloud Computing Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Edgehill Endowment Partners LLC ($996.20K), Selective Wealth Management Inc. ($685.66K), RMB Capital Management LLC ($543.21K), Summit Trail Advisors LLC ($409.86K), Jeneq Management LP ($269.40K), Raymond James & Associates ($119.13K), and StoneCrest Wealth Management Inc. ($90.07K).

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

Institutional investors have bought a total of 4,492,593 shares in the last 24 months. This purchase volume represents approximately $210.75M in transactions.

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

Of the 61 institutional investors that sold WisdomTree Cloud Computing Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($149.71K), Meitav Dash Investments Ltd. ($123.22K), Northstar Asset Management LLC ($118.48K), Clearwater Capital Advisors LLC ($94.50K), UBS Group AG ($89.10K), Commonwealth Equity Services LLC ($64.29K), and Raymond James Financial Services Advisors Inc. ($63.43K).

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

Institutional investors have sold a total of 1,252,105 shares in the last 24 months. This volume of shares sold represents approximately $60.84M in transactions.


This page (NASDAQ:WCLD) was last updated on 7/16/2024 by MarketBeat.com Staff

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