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WCLD

WisdomTree Cloud Computing Fund

164 hedge funds and large institutions have $353M invested in WisdomTree Cloud Computing Fund in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 12

115% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 27

46% more capital invested

Capital invested by funds: $242M → $353M (+$111M)

41% more funds holding

Funds holding: 116164 (+48)

2.4% less ownership

Funds ownership: 30.36%27.95% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $923K

Holders
164
Holders Change
+48
Holders Change %
+41.38%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
61
Increased
58
Reduced
27
Closed
12
Calls
Puts
$923K
Net Calls
-$923K
Net Calls Change
-$886K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$1.44M -$257K -5,379 -17%
Stifel Financial
52
Stifel Financial
Missouri
$1.38M +$1.22M +25,654 New
CA
53
Claro Advisors
Massachusetts
$1.17M +$15K +315 +1%
T
54
TRUADVICE
Florida
$1.1M +$994K +20,840 New
APA
55
American Portfolios Advisors
New York
$1.06M +$92.9K +1,948 +11%
IAIM
56
International Assets Investment Management
Florida
$1.04M -$405K -8,483 -30%
AS
57
Altshuler Shaham
Israel
$1.02M
PA
58
Parallel Advisors
California
$1.01M +$321K +6,741 +55%
PAG
59
Private Advisor Group
New Jersey
$1.01M +$388K +8,134 +76%
Creative Planning
60
Creative Planning
Kansas
$983K +$226K +4,732 +35%
SIM
61
Seaview Investment Managers
Florida
$895K +$667K +13,984 +511%
LFAS
62
Level Four Advisory Services
Texas
$881K +$139K +2,915 +22%
Belvedere Trading
63
Belvedere Trading
Illinois
$873K +$777K +16,300 New
DWP
64
Destiny Wealth Partners
Florida
$802K +$714K +14,969 New
KPWS
65
Kestra Private Wealth Services
Texas
$801K +$258K +5,415 +57%
IA
66
IFP Advisors
Florida
$747K +$115K +2,409 +21%
CFA
67
Carroll Financial Associates
North Carolina
$674K -$15.2K -318 -2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$655K +$69.8K +1,464 +14%
HAS
69
HBW Advisory Services
California
$625K +$38.5K +807 +7%
MML Investors Services
70
MML Investors Services
Massachusetts
$612K -$393K -8,250 -42%
Brown Advisory
71
Brown Advisory
Maryland
$612K
RIA
72
Realta Investment Advisors
Delaware
$605K -$150K -3,140 -22%
CFG
73
Cooper Financial Group
California
$589K +$524K +10,997 New
SSCA
74
South Shore Capital Advisors
Massachusetts
$579K +$515K +10,808 New
AAS
75
Avantax Advisory Services
Texas
$574K -$672K -14,087 -57%

WCLD Hedge Fund Activity: Q4 2020 in Review

164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q4 2020, worth a combined $353M — up 46% from $242M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new WCLD positions and 12 closed out — a net gain of 49 holders — while 58 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.8M. The largest seller was Credit Suisse, exiting entirely with an estimated $17.5M sold.

  • 164 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $353M of WisdomTree Cloud Computing Fund stock for Q4 2020, up 46% quarter-over-quarter.
  • 61 funds opened new WisdomTree Cloud Computing Fund positions in Q4 2020 and 12 closed out, a net change of +49 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q4 2020 was LPL Financial, an estimated $15.8M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q4 2020 was Credit Suisse, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2020.