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WCLD

WisdomTree Cloud Computing Fund
WCLD

135 hedge funds and large institutions have $216M invested in WisdomTree Cloud Computing Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 31.76% → 33.54% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less funds holding

Funds holding: 165 → 135 (-30)

19% less capital invested

Capital invested by funds: $267M → $216M (-$51.4M)

51% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 63

66% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 44

74% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $6.96M

Holders
135
Holders Change
-30
Holders Change %
-18.18%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
31
Reduced
63
Closed
44
Calls
$1.83M
Puts
$6.96M
Net Calls
-$5.13M
Net Calls Change
-$8.66M

Top Buyers

1
EEP
Edgehill Endowment Partners
Connecticut
+$32.3M
2
CRC
Curi RMB Capital
Illinois
+$8.81M
3
Goldman Sachs
Goldman Sachs
New York
+$7.99M
4
YC
Yarbrough Capital
Tennessee
+$6.51M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.72M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
-$4.4M
2
BHB
Bank Hapoalim BM
Israel
-$3.93M
3
Morgan Stanley
Morgan Stanley
New York
-$1.86M
4
KAS
Kestra Advisory Services
Texas
-$1.86M
5
Bank of America
Bank of America
North Carolina
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
51
Pennsylvania Capital Management
Pennsylvania
$771K -$658K -20,290 -42%
AWS
52
AJ Wealth Strategies
New York
$761K -$4.4M -135,702 -83%
CA
53
Cetera Advisors
Colorado
$741K -$181K -5,588 -17%
Wells Fargo
54
Wells Fargo
California
$649K -$21.7K -668 -3%
OMC
55
Old Mission Capital
Illinois
$620K +$373K +11,491 +108%
APA
56
American Portfolios Advisors
New York
$609K -$21.7K -669 -3%
HF
57
HRT Financial
New York
$606K +$25.8K +797 +4%
OPW
58
Oxler Private Wealth
New York
$598K -$486 -15 -0.1%
FPB
59
First PREMIER Bank
South Dakota
$566K -$48.6K -1,500 -7%
DACG
60
Donor Advised Charitable Giving
California
$525K – – –
IF
61
Intrua Financial
Texas
$516K -$32.4K -1,000 -5%
Northern Trust
62
Northern Trust
Illinois
$476K +$551K +16,999 New
CA
63
Claro Advisors
Massachusetts
$435K -$267K -8,225 -35%
HAS
64
HBW Advisory Services
California
$426K +$493K +15,189 New
CAN
65
Cetera Advisor Networks
California
$390K -$92.9K -2,864 -17%
CAM
66
Cresset Asset Management
Illinois
$355K -$103K -3,189 -20%
PAG
67
Private Advisor Group
New Jersey
$354K -$49.2K -1,518 -11%
SWM
68
Spire Wealth Management
Virginia
$337K -$396K -12,222 -50%
SG
69
StoneX Group
New York
$333K +$146K +4,499 +61%
Creative Planning
70
Creative Planning
Kansas
$327K -$91.9K -2,834 -20%
P
71
&Partners
Tennessee
$325K – – –
MSAM
72
Moloney Securities Asset Management
Missouri
$311K -$18.5K -571 -5%
GIA
73
Gladstone Institutional Advisory
Florida
$311K +$4.18K +129 +1%
IWC
74
Integrated Wealth Concepts
Massachusetts
$293K +$339K +10,450 New
KPWS
75
Kestra Private Wealth Services
Texas
$280K -$129K -3,970 -28%
1 2
3
4 5

WCLD Hedge Fund Activity: Q2 2022 in Review

135 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q2 2022, worth a combined $216M — down 19% from $267M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WCLD and 15 opened new positions — a net loss of 29 holders — while 63 trimmed existing stakes and 31 added.

The largest buyer was Edgehill Endowment Partners, adding an estimated $32.3M. The largest seller was AJ Wealth Strategies, cutting an estimated $4.4M.

  • 135 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q2 2022, down from 165 in Q1 2022.
  • Funds reported $216M of WisdomTree Cloud Computing Fund stock for Q2 2022, down 19% quarter-over-quarter.
  • 15 funds opened new WisdomTree Cloud Computing Fund positions in Q2 2022 and 44 closed out, a net change of -29 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q2 2022 was Edgehill Endowment Partners, an estimated $32.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q2 2022 was AJ Wealth Strategies, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2022.