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WCLD

WisdomTree Cloud Computing Fund

127 hedge funds and large institutions have $206M invested in WisdomTree Cloud Computing Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 125127 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $211M → $206M (-$5.13M)

3.24% less ownership

Funds ownership: 33.57%30.32% (-3.2%)

63% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $7.18M

64% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 55

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
20
Reduced
55
Closed
17
Calls
$2.65M
Puts
$7.18M
Net Calls
-$4.53M
Net Calls Change
-$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$716K +$9.68K +316 +2%
RJA
52
Raymond James & Associates
Florida
$674K -$58.4K -1,907 -9%
OPW
53
Oxler Private Wealth
New York
$659K -$31.6K -1,032 -5%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$575K
PAG
55
Private Advisor Group
New Jersey
$495K +$139K +4,522 +47%
CAN
56
Cetera Advisor Networks
California
$475K -$21.8K -712 -5%
SFS
57
Sowell Financial Services
Arkansas
$419K -$54K -1,764 -13%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$387K -$33.3K -1,088 -9%
WGCA
59
Wolf Group Capital Advisors
Virginia
$376K +$2.6K +85 +0.7%
TPWA
60
Twin Peaks Wealth Advisors
California
$368K +$323K +10,528 New
IF
61
Intrua Financial
Texas
$368K -$12.3K -400 -4%
MSAM
62
Moloney Securities Asset Management
Missouri
$361K -$23.4K -765 -7%
CWM
63
Circle Wealth Management
New Jersey
$349K +$58.9K +1,922 +24%
CA
64
Claro Advisors
Massachusetts
$332K -$4.6K -150 -2%
GL
65
Graypoint LLC
New York
$332K
EAM
66
Evanson Asset Management
California
$295K
PI
67
PineBridge Investments
New York
$289K
Brown Advisory
68
Brown Advisory
Maryland
$280K +$245K +8,000 New
CCM
69
Crabel Capital Management
California
$274K +$240K +7,844 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$273K +$30.7K +1,003 +15%
Vontobel Holding
71
Vontobel Holding
Switzerland
$266K -$40.8K -1,330 -15%
William Blair & Company
72
William Blair & Company
Illinois
$262K
NAMP
73
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239K -$59.7K -1,950 -22%
GC
74
Grimes & Company
Massachusetts
$238K
AWS
75
Atria Wealth Solutions
New York
$237K -$16.7K -544 -7%

WCLD Hedge Fund Activity: Q4 2023 in Review

127 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q4 2023, worth a combined $206M — down 2.4% from $211M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WCLD positions and 17 closed out — a net gain of 3 holders — while 20 added to existing stakes and 55 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $7.32M. The largest seller was Edgehill Endowment Partners, exiting entirely with an estimated $42.8M sold.

  • 127 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $206M of WisdomTree Cloud Computing Fund stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 20 funds opened new WisdomTree Cloud Computing Fund positions in Q4 2023 and 17 closed out, a net change of +3 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q4 2023 was Two Sigma Investments, an estimated $7.32M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q4 2023 was Edgehill Endowment Partners, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2023.