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WCLD

WisdomTree Cloud Computing Fund

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: 116164 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$91K +$81.1K +1,700 New
FPB
127
First PREMIER Bank
South Dakota
$86K
GRP
128
Global Retirement Partners
California
$83K -$22.9K -480 -24%
BC
129
Barnett & Company
Tennessee
$69K
TWM
130
Tradition Wealth Management
Minnesota
$64K +$57.2K +1,200 New
WWM
131
Wolff Wiese Magana
California
$64K +$57.2K +1,200 New
SWP
132
ShoreHaven Wealth Partners
New Jersey
$54K +$47.7K +1,000 New
TCWA
133
Ten Capital Wealth Advisors
Washington
$54K +$47.7K +1,000 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$47K +$39.6K +830 +2,075%
Wells Fargo
135
Wells Fargo
California
$46K -$21.8K -458 -35%
CT
136
Caldwell Trust
Florida
$45.9K +$4.77K +100 +13%
SPIA
137
Steward Partners Investment Advisory
New York
$41K
PWM
138
Perigon Wealth Management
California
$41K +$36.6K +768 New
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$2.38K +50 +7%
RIM
140
Rockbridge Investment Management
New York
$35K
KTC
141
Kistler-Tiffany Companies
Pennsylvania
$35K +$1.43K +30 +5%
TF
142
TimeScale Financial
Massachusetts
$32K
PFO
143
Pathstone Family Office
New Jersey
$30K +$23.8K +500 +926%
PWMG
144
Prestige Wealth Management Group
New Jersey
$27K
MAM
145
McCarthy Asset Management
California
$27K +$24.3K +510 New
BDWM
146
Brewin Dolphin Wealth Management
Ireland
$22K +$19.6K +410 New
WOC
147
West Oak Capital
California
$21K
ASN
148
Advisory Services Network
Georgia
$18K +$16.4K +343 New
ADL
149
Asset Dedication LLC
California
$17K
CAAS
150
Capital Asset Advisory Services
Michigan
$17K +$15.2K +319 New

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.