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WCLD

WisdomTree Cloud Computing Fund
WCLD

116 hedge funds and large institutions have $242M invested in WisdomTree Cloud Computing Fund in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 13

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

142% more capital invested

Capital invested by funds: $100M → $242M (+$142M)

53% more funds holding

Funds holding: 76 → 116 (+40)

5.49% more ownership

Funds ownership: 24.86% → 30.36% (+5.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
116
Holders Change
+40
Holders Change %
+52.63%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
42
Reduced
14
Closed
13
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$13K

Top Buyers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
+$24.9M
2
CS
Credit Suisse
Switzerland
+$16.9M
3
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$15.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
5
Morgan Stanley
Morgan Stanley
New York
+$9.52M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$4.58M
2
SS
Simplicity Solutions
Minnesota
-$4.33M
3
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$1.81M
4
BCM
Beck Capital Management
Texas
-$1.13M
5
IAIM
International Assets Investment Management
Florida
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$285K +$154K +3,729 +127%
SRSA
77
S.R. Schill & Associates
Washington
$265K +$32.2K +780 +14%
HIIFS
78
Harel Insurance Investments & Financial Services
Israel
$248K +$165K +4,000 +222%
KWM
79
Kingsview Wealth Management
Oregon
$235K +$227K +5,503 New
LIA
80
LBMC Investment Advisors
Tennessee
$216K +$208K +5,051 New
AWM
81
Avitas Wealth Management
California
$212K +$205K +4,970 New
WWM
82
WJ Wealth Management
Arizona
$209K -$255K -6,188 -56%
MAFM
83
Mid Atlantic Financial Management
Pennsylvania
$204K +$191K +4,630 New
CCMW
84
Cypress Capital Management (Wyoming)
Wyoming
$166K +$1.03K +25 +0.7%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$146K +$114K +2,760 +413%
AIC
86
Ayalon Insurance Company
Israel
$127K +$55.4K +1,344 +84%
GWM
87
Geneos Wealth Management
Colorado
$123K +$121K +2,925 New
SIM
88
Seaview Investment Managers
Florida
$115K +$113K +2,738 New
FHA
89
Flagship Harbor Advisors
Massachusetts
$113K -$5.98K -145 -5%
GRP
90
Global Retirement Partners
California
$87K +$83.7K +2,030 New
SFS
91
Sowell Financial Services
Arkansas
$83K +$80.2K +1,945 New
FPB
92
First PREMIER Bank
South Dakota
$68K +$21K +510 +47%
BC
93
Barnett & Company
Tennessee
$56K – – –
Wells Fargo
94
Wells Fargo
California
$56K +$54.2K +1,315 New
SPIA
95
Steward Partners Investment Advisory
New York
$33K +$31.8K +770 New
CT
96
Caldwell Trust
Florida
$32.3K +$31.2K +756 New
VFA
97
Valeo Financial Advisors
Indiana
$31K +$742 +18 +3%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$28.9K +701 New
RIM
99
Rockbridge Investment Management
New York
$28K – – –
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
2 3
4
5 6

WCLD Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q3 2020, worth a combined $242M — up 142% from $100M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WCLD positions and 13 closed out — a net gain of 40 holders — while 42 added to existing stakes and 14 trimmed.

The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $24.9M. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.58M sold.

  • 116 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q3 2020, up from 76 in Q2 2020.
  • Funds reported $242M of WisdomTree Cloud Computing Fund stock for Q3 2020, up 142% quarter-over-quarter.
  • 53 funds opened new WisdomTree Cloud Computing Fund positions in Q3 2020 and 13 closed out, a net change of +40 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q3 2020 was Psagot Value Holdings, an estimated $24.9M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q3 2020 was AE Wealth Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2020.