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WCLD

WisdomTree Cloud Computing Fund
WCLD

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: 116 → 164 (+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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$7.05M
3
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
+$6.85M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.81M
5
GIA
Gladstone Institutional Advisory
Florida
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$17.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.36M
3
PVH
Psagot Value Holdings
Israel
-$6.53M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$5.44M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
76
Legend Financial Advisors
Pennsylvania
$571K +$508K +10,655 New
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$531K +$66.3K +1,391 +16%
IWC
78
Integrated Wealth Concepts
Massachusetts
$530K +$135K +2,835 +40%
DAS
79
Dynamic Advisor Solutions
Arizona
$528K +$33K +691 +8%
BCV
80
Banque Cantonale Vaudoise
Switzerland
$496K +$72.1K +1,512 +20%
KWM
81
Kingsview Wealth Management
Oregon
$494K +$177K +3,718 +68%
Goldman Sachs
82
Goldman Sachs
New York
$469K +$418K +8,760 New
IF
83
Intrua Financial
Texas
$446K +$397K +8,325 New
AFP
84
Ausdal Financial Partners
Iowa
$436K +$388K +8,140 New
PF
85
Phoenix Financial
Israel
$436K +$389K +8,150 New
CIA
86
Compass Ion Advisors
Pennsylvania
$413K -$10.2K -214 -3%
CAN
87
Cetera Advisor Networks
California
$410K +$47.3K +991 +15%
TCWM
88
Total Clarity Wealth Management
Illinois
$402K -$26.6K -557 -7%
AWS
89
AJ Wealth Strategies
New York
$395K +$351K +7,367 New
PP
90
Professional Planning
California
$360K +$320K +6,714 New
SG
91
StoneX Group
New York
$334K +$298K +6,243 New
GWM
92
Geneos Wealth Management
Colorado
$327K +$192K +4,020 +137%
MSAM
93
Moloney Securities Asset Management
Missouri
$326K +$290K +6,082 New
MA
94
Mutual Advisors
Nebraska
$326K +$290K +6,086 New
AWM
95
Avitas Wealth Management
California
$320K +$47.6K +998 +20%
RA
96
Resolute Advisors
California
$318K +$283K +5,939 New
SRSA
97
S.R. Schill & Associates
Washington
$314K -$15.9K -334 -5%
HIIFS
98
Harel Insurance Investments & Financial Services
Israel
$310K -$191K -4,000 -69%
MAFM
99
Mid Atlantic Financial Management
Pennsylvania
$295K +$41.5K +870 +19%
TWM
100
Titus Wealth Management
California
$295K +$263K +5,505 New
2 3
4
5 6

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.