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WCLD

WisdomTree Cloud Computing Fund
WCLD

121 hedge funds and large institutions have $217M invested in WisdomTree Cloud Computing Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $630K

5% more capital invested

Capital invested by funds: $206M → $217M (+$11.2M)

2.84% more ownership

Funds ownership: 30.32% → 33.16% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 127 → 121 (-6)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
24
Reduced
39
Closed
25
Calls
$2.49M
Puts
$630K
Net Calls
+$1.86M
Net Calls Change
+$6.39M

Top Buyers

1
STA
Summit Trail Advisors
New York
+$14.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.88M
3
RJA
Raymond James & Associates
Florida
+$3.99M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.58M
5
IC
IEQ Capital
California
+$1.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.51M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.24M
4
AWM
AE Wealth Management
Kansas
-$1.6M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
76
Grimes & Company
Massachusetts
$238K – – –
CI
77
Ceera Investments
Texas
$234K – – –
AWS
78
Atria Wealth Solutions
New York
$229K -$7.67K -220 -3%
PA
79
PSI Advisors
Florida
$227K – – –
JFG
80
Jefferies Financial Group
New York
$213K -$613K -17,575 -74%
HHGA
81
Halbert Hargrove Global Advisors
California
$208K – – –
IGWM
82
ICA Group Wealth Management
Colorado
$174K -$2.79K -80 -2%
HI
83
Harbour Investments
Wisconsin
$160K -$3.42K -98 -2%
SAM
84
Smartleaf Asset Management
Massachusetts
$134K +$2.06K +59 +2%
PA
85
Parallel Advisors
California
$134K -$50.9K -1,460 -28%
FG
86
Fairman Group
Pennsylvania
$122K – – –
SAS
87
Stelac Advisory Services
New York
$110K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$103K -$23.1K -664 -18%
BCV
89
Banque Cantonale Vaudoise
Switzerland
$71K -$6.97K -200 -9%
OWA
90
Opal Wealth Advisors
New York
$57.6K +$57.7K +1,654 New
FPB
91
First PREMIER Bank
South Dakota
$56K +$14.6K +420 +36%
YDMI
92
Y.D. More Investments
Israel
$41.8K – – –
BBHC
93
Brown Brothers Harriman & Co
New York
$37.7K +$37.7K +1,082 New
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.6K -$73K -2,095 -67%
CA
95
Continuum Advisory
Idaho
$35.8K +$38.9K +1,116 New
GWSG
96
GPS Wealth Strategies Group
Colorado
$28.4K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$23.4K – – –
MIM
98
Macroview Investment Management
Maryland
$22K – – –
NFSG
99
Newbridge Financial Services Group
Florida
$18.1K – – –
CWA
100
Carolina Wealth Advisors
South Carolina
$16.7K -$244 -7 -1%
2 3
4
5 6

WCLD Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q1 2024, worth a combined $217M — up 5.4% from $206M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WCLD and 19 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 24 added.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $14.3M. The largest seller was Morgan Stanley, cutting an estimated $9.51M.

  • 121 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q1 2024, down from 127 in Q4 2023.
  • Funds reported $217M of WisdomTree Cloud Computing Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 19 funds opened new WisdomTree Cloud Computing Fund positions in Q1 2024 and 25 closed out, a net change of -6 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q1 2024 was Summit Trail Advisors, an estimated $14.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.51M sold.

Based on aggregated 13F filings for Q1 2024.