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WCLD

WisdomTree Cloud Computing Fund
WCLD

127 hedge funds and large institutions have $170M invested in WisdomTree Cloud Computing Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $646K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 135 → 127 (-8)

5.93% less ownership

Funds ownership: 33.54% → 27.61% (-5.9%)

21% less capital invested

Capital invested by funds: $216M → $170M (-$46M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

50% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 54

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
54
Closed
18
Calls
$1.21M
Puts
$646K
Net Calls
+$565K
Net Calls Change
+$5.69M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$2.34M
2
SWM
Selective Wealth Management
Virginia
+$2.01M
3
UBS Group
UBS Group
Switzerland
+$1.54M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.42M
5
CCA
Clearwater Capital Advisors
Illinois
+$943K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$13.7M
2
CRC
Curi RMB Capital
Illinois
-$7.61M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.88M
4
MIH
Meitav Investment House
Israel
-$3.69M
5
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
76
Masso Torrence Wealth Management
New Jersey
$230K -$29.4K -981 -10%
LIA
77
LBMC Investment Advisors
Tennessee
$224K – – –
SG
78
StoneX Group
New York
$222K -$107K -3,568 -30%
KPWS
79
Kestra Private Wealth Services
Texas
$216K -$56.2K -1,876 -19%
HI
80
Harbour Investments
Wisconsin
$211K – – –
BAM
81
Belpointe Asset Management
Nevada
$210K +$236K +7,886 New
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$209K -$1.59M -53,040 -87%
MML Investors Services
83
MML Investors Services
Massachusetts
$207K +$7.55K +252 +3%
BRWA
84
B. Riley Wealth Advisors
Florida
$206K -$898 -30 -0.4%
IGWM
85
ICA Group Wealth Management
Colorado
$204K – – –
William Blair & Company
86
William Blair & Company
Illinois
$203K -$5.51K -184 -2%
WWM
87
Western Wealth Management
Colorado
$200K +$1.14K +38 +0.5%
PA
88
Parallel Advisors
California
$185K -$2.75K -92 -1%
PA
89
PSI Advisors
Florida
$167K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$142K -$2.61K -87 -2%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$138K +$19.9K +665 +15%
IA
92
IFP Advisors
Florida
$131K -$299 -10 -0.2%
BCV
93
Banque Cantonale Vaudoise
Switzerland
$119K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$103K +$8.65K +289 +8%
CS
95
Credit Suisse
Switzerland
$92K – – –
SWM
96
Spire Wealth Management
Virginia
$77K -$274K -9,135 -76%
CT
97
Caldwell Trust
Florida
$61K -$15.2K -509 -18%
AWM
98
Activest Wealth Management
Florida
$49K +$28.2K +942 New
SC
99
Sierra Capital
Florida
$47K – – –
NSIM
100
North Star Investment Management
Illinois
$42K – – –
2 3
4
5 6

WCLD Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q3 2022, worth a combined $170M — down 21% from $216M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WCLD and 12 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 27 added.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $2.34M. The largest seller was Goldman Sachs, cutting an estimated $13.7M.

  • 127 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q3 2022, down from 135 in Q2 2022.
  • Funds reported $170M of WisdomTree Cloud Computing Fund stock for Q3 2022, down 21% quarter-over-quarter.
  • 12 funds opened new WisdomTree Cloud Computing Fund positions in Q3 2022 and 18 closed out, a net change of -6 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.34M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q3 2022 was Goldman Sachs, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2022.