We are live on ! Find out more
WCLD

WisdomTree Cloud Computing Fund
WCLD

125 hedge funds and large institutions have $211M invested in WisdomTree Cloud Computing Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

582% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $255K

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3.08% more ownership

Funds ownership: 30.49% → 33.57% (+3.1%)

1% more capital invested

Capital invested by funds: $209M → $211M (+$1.45M)

0% more funds holding

Funds holding: 125 → 125 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
30
Reduced
44
Closed
12
Calls
$1.74M
Puts
$255K
Net Calls
+$1.48M
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.54M
3
BBNA
Bremer Bank National Association
Minnesota
+$2.15M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.8M
5
Millennium Management
Millennium Management
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$2.62M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.22M
4
Jane Street
Jane Street
New York
-$1.06M
5
SFG
Sovereign Financial Group
Connecticut
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
101
Carolina Wealth Advisors
South Carolina
$14.7K +$32 +1 +0.2%
GEA
102
Glen Eagle Advisors
New Jersey
$13.3K – – –
ADL
103
Asset Dedication LLC
California
$12K – – –
VWM
104
Venturi Wealth Management
Texas
$11.9K -$12.5K -395 -50%
VCM
105
Versant Capital Management
Arizona
$11.9K – – –
NSIM
106
North Star Investment Management
Illinois
$11.7K – – –
TAM
107
Tucker Asset Management
Colorado
$11K – – –
AFG
108
Albion Financial Group
Utah
$9.33K – – –
Comerica Bank
109
Comerica Bank
Texas
$6.1K +$6.5K +206 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$5.95K +$5.24K +166 +474%
SWM
111
Spire Wealth Management
Virginia
$5.93K – – –
PP
112
Pacifica Partners
Canada
$5.74K – – –
CTA
113
Colonial Trust Advisors
South Carolina
$5.33K – – –
CFD
114
Creative Financial Designs
Indiana
$4.89K -$13.2K -417 -72%
SIS
115
Sound Income Strategies
Florida
$4.33K +$4.61K +146 New
GWM
116
Geneos Wealth Management
Colorado
$3.7K – – –
First Manhattan
117
First Manhattan
New York
$3.29K +$3.5K +111 New
SPIA
118
Steward Partners Investment Advisory
New York
$2.96K – – –
WWP
119
WR Wealth Planners
Missouri
$2.96K – – –
SS
120
Sunbelt Securities
Texas
$2.9K – – –
S
121
SignatureFD
Georgia
$2.58K – – –
FP
122
Financial Perspectives
Minnesota
$2.22K – – –
TWC
123
TD Waterhouse Canada
Ontario, Canada
$1.69K -$29.2K -926 -94%
AF
124
Advisornet Financial
Minnesota
$207 +$221 +7 New
LC
125
Lindbrook Capital
California
$30 – – –
2 3 4
5
6

WCLD Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q3 2023, worth a combined $211M — up 0.69% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WCLD positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was CIBC World Market, exiting entirely with an estimated $2.62M sold.

  • 125 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $211M of WisdomTree Cloud Computing Fund stock for Q3 2023, up 0.69% quarter-over-quarter.
  • 15 funds opened new WisdomTree Cloud Computing Fund positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q3 2023 was Morgan Stanley, an estimated $11.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q3 2023 was CIBC World Market, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2023.