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WCLD

WisdomTree Cloud Computing Fund
WCLD

194 hedge funds and large institutions have $379M invested in WisdomTree Cloud Computing Fund in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

8% more funds holding

Funds holding: 179 → 194 (+15)

0.63% less ownership

Funds ownership: 32.38% → 31.75% (-0.63%)

9% less capital invested

Capital invested by funds: $415M → $379M (-$36.7M)

88% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $10.7M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
63
Reduced
57
Closed
19
Calls
$1.33M
Puts
$10.7M
Net Calls
-$9.34M
Net Calls Change
-$10.4M

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$5.15M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.41M
3
HF
HRT Financial
New York
+$3.06M
4
PP
Prudential plc
United Kingdom
+$2.12M
5
WGCA
Wolf Group Capital Advisors
Virginia
+$1.73M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.62M
2
MIH
Meitav Investment House
Israel
-$4.64M
3
RJA
Raymond James & Associates
Florida
-$3.54M
4
UBS Group
UBS Group
Switzerland
-$3.43M
5
CF
Centaurus Financial
California
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
126
Money Concepts Capital
Florida
$277K +$310K +5,338 New
TAM
127
Tocqueville Asset Management
New York
$272K +$304K +5,240 New
OCM
128
One Capital Management
California
$271K +$303K +5,228 New
CAN
129
Claraphi Advisory Network
United States
$267K -$491K -8,462 -62%
SMC
130
Smith, Moore & Co
Missouri
$264K +$29K +500 +11%
AAS
131
Avantax Advisory Services
Texas
$261K +$5.22K +90 +2%
IWC
132
Integrated Wealth Concepts
Massachusetts
$256K -$1.39K -24 -0.5%
EFS
133
Essex Financial Services
Connecticut
$244K – – –
AWA
134
Arete Wealth Advisors
Illinois
$238K – – –
TWM
135
Titus Wealth Management
California
$237K -$4.93K -85 -2%
BCA
136
Biltmore Capital Advisors
New Jersey
$233K – – –
GWM
137
Geneos Wealth Management
Colorado
$233K – – –
SG
138
Strid Group
Pennsylvania
$233K – – –
OBWG
139
Onyx Bridge Wealth Group
New York
$230K +$260K +4,474 New
EWM
140
Empirical Wealth Management
Washington
$210K – – –
C
141
Certuity
Florida
$205K -$174 -3 -0.1%
CPW
142
Catalyst Private Wealth
California
$203K +$228K +3,924 New
CT
143
Caldwell Trust
Florida
$177K +$52.4K +903 +36%
CP
144
Corbenic Partners
Pennsylvania
$175K +$9.92K +171 +5%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$172K +$193K +3,319 New
CCMW
146
Cypress Capital Management (Wyoming)
Wyoming
$165K -$2.55K -44 -1%
IA
147
IFP Advisors
Florida
$164K +$1.45K +25 +0.8%
BAM
148
Belpointe Asset Management
Nevada
$156K +$11.7K +202 +7%
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$95K – – –
SC
150
Sierra Capital
Florida
$91K – – –
4 5
6
7 8

WCLD Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q4 2021, worth a combined $379M — down 8.8% from $415M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WCLD positions and 19 closed out — a net gain of 17 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was AJ Wealth Strategies, adding an estimated $5.15M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.62M.

  • 194 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q4 2021, up from 179 in Q3 2021.
  • Funds reported $379M of WisdomTree Cloud Computing Fund stock for Q4 2021, down 8.8% quarter-over-quarter.
  • 36 funds opened new WisdomTree Cloud Computing Fund positions in Q4 2021 and 19 closed out, a net change of +17 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q4 2021 was AJ Wealth Strategies, an estimated $5.15M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q4 2021 was Janney Montgomery Scott, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2021.