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WisdomTree Cloud Computing Fund (WCLD) Institutional Ownership

WisdomTree Cloud Computing Fund logo
$33.66
+0.46 (+1.39%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$38.66M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$32.15M
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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
10/28/2024 O ROURKE & COMPANY Inc6,869$220K0.1%-19.3%0.056%
10/28/2024 Meitav Investment House Ltd.27,213$870K0.0%-95.1%0.222%
10/25/2024 Twin Peaks Wealth Advisors LLC8,100$259K0.1%-10.8%0.066%
10/25/2024 Lodestar Private Asset Management LLC16,949$542K0.1%-9.1%0.138%
10/24/2024 Wealth Enhancement Advisory Services LLC9,427$301K0.0%-11.9%0.076%
10/23/2024 PSI Advisors LLC820$26K0.0%-36.6%0.007%
10/22/2024 International Assets Investment Management LLC5,114$160K0.0%+3,096.3%0.041%
10/18/2024Raymond James & Associates134,775$4.31M0.0%+0.8%1.083%
10/11/2024 Oxler Private Wealth LLC14,841$474K0.2%-2.8%0.116%
10/9/2024 Selective Wealth Management Inc.323,783$10.27M4.3%-4.8%2.535%
10/8/2024 StoneCrest Wealth Management Inc.38,941$1.25M0.9%N/A0.305%
8/22/2024Cetera Investment Advisers53,843$1.70M0.0%-11.5%0.365%
8/16/2024Northwestern Mutual Wealth Management Co.3,547$112K0.0%+19.8%0.024%
8/13/2024Summit Trail Advisors LLC257,508$8.14M0.2%-37.2%1.743%
8/12/2024Ieq Capital LLC105,981$3.35M0.0%+125.3%0.718%
8/12/2024Blair William & Co. IL11,225$355K0.0%+49.3%0.076%
8/10/2024EPIQ Capital Group LLC65,005$2.05M0.7%+0.9%0.440%
8/6/2024Clearwater Capital Advisors LLC158,572$5.01M0.5%+5.5%1.074%
8/3/2024KM Capital Management Ltd.29,050$918K0.5%-5.7%0.197%
8/2/2024Larson Financial Group LLC6,625$209K0.0%N/A0.045%
7/31/2024 Farther Finance Advisors LLC8,121$257K0.0%+12.5%0.055%
7/31/2024Commonwealth Equity Services LLC36,198$1.14M0.0%-37.7%0.246%
7/30/2024 Moloney Securities Asset Management LLC9,453$299K0.0%-7.0%0.064%
7/29/2024 Meitav Investment House Ltd.555,950$17.56M0.3%-3.0%3.774%
7/26/2024Harbour Investments Inc.4,184$132K0.0%-9.1%0.028%
7/24/2024 Joseph P. Lucia & Associates LLC32,029$1.01M0.5%+7.8%0.217%
7/23/2024 PSI Advisors LLC1,294$41K0.0%-80.1%0.009%
7/17/2024 Yarbrough Capital LLC175,411$5.54M0.2%-36.3%1.185%
7/16/2024 Insight Advisors LLC PA6,388$202K0.0%N/A0.043%
7/12/2024 Opal 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%
5/4/2024 Joseph P. Lucia & Associates LLC29,719$1.04M0.6%+1.2%0.167%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

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5/2/2024 Graypoint LLC8,078$281K0.0%-14.8%0.046%
5/1/2024 Private 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%
4/25/2024 Lodestar Private Asset Management LLC18,649$649K0.1%-25.0%0.105%
4/24/2024 Oxler Private Wealth LLC15,285$532K0.2%-18.9%0.084%
4/23/2024 Twin Peaks Wealth Advisors LLC9,684$337K0.2%-8.0%0.053%
4/23/2024Summit Trail Advisors LLC409,861$14.27M0.4%N/A2.258%
4/23/2024 StoneCrest 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%
4/18/2024 O ROURKE & COMPANY Inc8,426$293K0.2%N/A0.046%
4/12/2024 First PREMIER Bank1,594$56K0.0%+35.8%0.009%
4/11/2024 Opal 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%
4/10/2024 First Community Trust NA13,010$453K0.4%N/A0.070%
4/9/2024 Destiny Wealth Partners LLC93,140$3.24M0.6%+0.4%0.499%
3/26/2024 Fairman 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%
2/9/2024 Cambridge Investment Research Advisors Inc.47,347$1.66M0.0%+4.4%0.251%
2/9/2024 Oxler 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%
2/7/2024Clearwater Capital Advisors LLC148,267$5.18M0.6%-30.5%0.787%
2/6/2024 Private Advisor Group LLC14,175$495K0.0%+46.8%0.075%
2/6/2024Merit Financial Group LLC5,940$208K0.0%N/A0.032%
2/5/2024 Cary 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%
1/30/2024 Vontobel Holding Ltd.7,600$266K0.0%-14.9%0.039%
1/29/2024 Northstar Asset Management LLC6,830$239K0.1%-22.2%0.035%
1/29/2024 Joseph P. Lucia & Associates LLC29,379$1.03M0.6%-1.6%0.152%
1/29/2024 Perigon Wealth Management LLC22,599$790K0.0%+1.5%0.117%
1/24/2024 Sowell Financial Services LLC11,997$419K0.0%-12.8%0.063%
1/24/2024 International Assets Investment Management LLC5,592$195K0.0%+3,395.0%0.030%
1/24/2024 Halbert Hargrove Global Advisors LLC5,976$209K0.0%N/A0.032%
1/22/2024 StoneCrest Wealth Management Inc.88,130$3.08M3.0%N/A0.453%
1/19/2024 Destiny 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%
1/17/2024 Twin 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%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
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%
11/8/2023 Sowell 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%
(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, 106 institutional investors and hedge funds held shares of WisdomTree Cloud Computing Fund. The most heavily invested institutionals were Selective Wealth Management Inc. ($10.27M), Summit Trail Advisors LLC ($8.14M), Jeneq Management LP ($6.76M), LPL Financial LLC ($6.71M), Yarbrough Capital LLC ($5.54M), Clearwater Capital Advisors LLC ($5.01M), and Raymond James & Associates ($4.31M).Learn more on WCLD's institutional investors.

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

Of the 89 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: Selective Wealth Management Inc. ($618.65K), Summit Trail Advisors LLC ($409.86K), Jeneq Management LP ($269.40K), StoneCrest Wealth Management Inc. ($129.01K), Raymond James & Associates ($120.17K), Tower Research Capital LLC TRC ($82.25K), and Yarbrough Capital LLC ($74.64K).

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

Institutional investors have bought a total of 2,794,875 shares in the last 24 months. This purchase volume represents approximately $112.87M in transactions.

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

Of the 56 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: Meitav Investment House Ltd. ($551.17K), Summit Trail Advisors LLC ($152.35K), LPL Financial LLC ($107.12K), Yarbrough Capital LLC ($100K), Clearwater Capital Advisors LLC ($94.50K), UBS Group AG ($65.94K), and Raymond James Financial Services Advisors Inc. ($61.75K).

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

Institutional investors have sold a total of 1,649,506 shares in the last 24 months. This volume of shares sold represents approximately $62.99M in transactions.



This page (NASDAQ:WCLD) was last updated on 11/2/2024 by MarketBeat.com Staff
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