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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
TCMP
101
Thrive Capital Management (Pennsylvania)
Pennsylvania
$294K +$261K +5,483 New
WGCA
102
Wolf Group Capital Advisors
Virginia
$293K +$261K +5,465 New
PA
103
PSI Advisors
Florida
$282K +$251K +5,272 New
LIA
104
LBMC Investment Advisors
Tennessee
$271K – – –
Baird Financial Group
105
Baird Financial Group
Wisconsin
$254K +$226K +4,749 New
WWM
106
WJ Wealth Management
Arizona
$250K -$10.7K -225 -5%
CMI
107
Clare Market Investments
Texas
$246K +$219K +4,600 New
C
108
Certuity
Florida
$239K +$213K +4,465 New
FHC
109
First Heartland Consultants
Missouri
$220K +$196K +4,104 New
RSWM
110
Robertson Stephens Wealth Management
California
$219K +$196K +4,100 New
EWM
111
Empirical Wealth Management
Washington
$217K +$193K +4,045 New
JWCA
112
J.W. Cole Advisors
Florida
$207K +$184K +3,867 New
AIP
113
Ahrens Investment Partners
Louisiana
$205K +$183K +3,830 New
CCMW
114
Cypress Capital Management (Wyoming)
Wyoming
$191K – – –
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$189K +$4.77K +100 +3%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$174K +$128K +2,689 +527%
Vontobel Holding
117
Vontobel Holding
Switzerland
$163K +$145K +3,046 New
SFS
118
Sowell Financial Services
Arkansas
$160K +$50.1K +1,050 +54%
AIC
119
Ayalon Insurance Company
Israel
$157K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$147K -$571K -11,970 -81%
WEC
121
Winslow Evans & Crocker
Massachusetts
$123K +$110K +2,300 New
BAM
122
Belpointe Asset Management
Nevada
$122K +$109K +2,285 New
VFA
123
Valeo Financial Advisors
Indiana
$109K +$62.4K +1,308 +181%
OPW
124
Oxler Private Wealth
New York
$108K +$114K +2,380 New
CAGAS
125
Capital Advisory Group Advisory Services
Minnesota
$97K -$931K -19,514 -92%
3 4
5
6 7

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.