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WCLD

WisdomTree Cloud Computing Fund
WCLD

121 hedge funds and large institutions have $217M invested in WisdomTree Cloud Computing Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $630K

5% more capital invested

Capital invested by funds: $206M → $217M (+$11.2M)

2.84% more ownership

Funds ownership: 30.32% → 33.16% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 127 → 121 (-6)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
24
Reduced
39
Closed
25
Calls
$2.49M
Puts
$630K
Net Calls
+$1.86M
Net Calls Change
+$6.39M

Top Buyers

1
STA
Summit Trail Advisors
New York
+$14.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.88M
3
RJA
Raymond James & Associates
Florida
+$3.99M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.58M
5
IC
IEQ Capital
California
+$1.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.51M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.24M
4
AWM
AE Wealth Management
Kansas
-$1.6M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.12M +$719K +20,614 +51%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.02M -$140K -4,024 -6%
IC
28
IEQ Capital
California
$1.64M +$1.64M +47,043 New
RA
29
Resolute Advisors
California
$1.63M -$439K -12,600 -21%
CA
30
Cetera Advisors
Colorado
$1.6M +$892K +25,605 +125%
Millennium Management
31
Millennium Management
New York
$1.51M +$1.52M +43,493 New
Stifel Financial
32
Stifel Financial
Missouri
$1.47M +$9.83K +282 +0.7%
Wealthfront Advisers
33
Wealthfront Advisers
California
$1.46M +$285K +8,188 +24%
CW
34
CreativeOne Wealth
Kansas
$1.33M +$1.34M +38,344 New
HighTower Advisors
35
HighTower Advisors
Illinois
$1.26M -$356K -10,213 -22%
SA
36
SFI Advisors
New Jersey
$1.25M -$48.6K -1,393 -4%
Ameriprise
37
Ameriprise
Minnesota
$1.17M -$186K -5,322 -14%
SAG
38
SageView Advisory Group
California
$1.08M +$962K +27,609 New
KCM
39
KM Capital Management
Texas
$1.07M -$757K -21,719 -41%
Citadel Advisors
40
Citadel Advisors
Florida
$1.06M +$12.6K +362 +1%
JPLA
41
Joseph P. Lucia & Associates
New York
$1.03M +$11.9K +340 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$918K -$732K -20,996 -44%
Northern Trust
43
Northern Trust
Illinois
$836K – – –
Cerity Partners
44
Cerity Partners
New York
$777K -$59.5K -1,707 -7%
Osaic Holdings
45
Osaic Holdings
Arizona
$731K -$407K -11,688 -36%
Franklin Resources
46
Franklin Resources
California
$729K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$658K -$93.3K -2,676 -12%
LPAM
48
Lodestar Private Asset Management
California
$649K -$217K -6,217 -25%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$573K – – –
OPW
50
Oxler Private Wealth
New York
$532K -$124K -3,563 -19%
1
2
3 4 5

WCLD Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q1 2024, worth a combined $217M — up 5.4% from $206M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WCLD and 19 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 24 added.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $14.3M. The largest seller was Morgan Stanley, cutting an estimated $9.51M.

  • 121 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q1 2024, down from 127 in Q4 2023.
  • Funds reported $217M of WisdomTree Cloud Computing Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 19 funds opened new WisdomTree Cloud Computing Fund positions in Q1 2024 and 25 closed out, a net change of -6 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q1 2024 was Summit Trail Advisors, an estimated $14.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.51M sold.

Based on aggregated 13F filings for Q1 2024.