We are live on ! Find out more
WCLD

WisdomTree Cloud Computing Fund
WCLD

135 hedge funds and large institutions have $216M invested in WisdomTree Cloud Computing Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 31.76% → 33.54% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less funds holding

Funds holding: 165 → 135 (-30)

19% less capital invested

Capital invested by funds: $267M → $216M (-$51.4M)

51% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 63

66% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 44

74% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $6.96M

Holders
135
Holders Change
-30
Holders Change %
-18.18%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
31
Reduced
63
Closed
44
Calls
$1.83M
Puts
$6.96M
Net Calls
-$5.13M
Net Calls Change
-$8.66M

Top Buyers

1
EEP
Edgehill Endowment Partners
Connecticut
+$32.3M
2
CRC
Curi RMB Capital
Illinois
+$8.81M
3
Goldman Sachs
Goldman Sachs
New York
+$7.99M
4
YC
Yarbrough Capital
Tennessee
+$6.51M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.72M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
-$4.4M
2
BHB
Bank Hapoalim BM
Israel
-$3.93M
3
Morgan Stanley
Morgan Stanley
New York
-$1.86M
4
KAS
Kestra Advisory Services
Texas
-$1.86M
5
Bank of America
Bank of America
North Carolina
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
126
Venture Visionary Partners
Ohio
$4.2K +$4.87K +150 New
SIAP
127
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K – – –
FCT
128
First Community Trust
Iowa
$3K +$3.24K +100 New
S
129
SignatureFD
Georgia
$2K – – –
BCM
130
Blume Capital Management
California
$2K +$2.6K +80 New
CAL
131
Capital Analysts LLC
Pennsylvania
$1K – – –
DI
132
Disciplined Investments
Oklahoma
$1K – – –
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$454 -$128K -3,948 -20%
CIAS
134
CFS Investment Advisory Services
New Jersey
– -$3K -119,971 Closed
BHB
135
Bank Hapoalim BM
Israel
– -$3.93M -96,153 Closed
RF
136
Rollins Financial
Georgia
– -$1.04M -25,538 Closed
Citadel Advisors
137
Citadel Advisors
Florida
– -$541K -16,691 Closed
STA
138
Summit Trail Advisors
New York
– -$632K -15,457 Closed
WGCA
139
Wolf Group Capital Advisors
Virginia
– -$610K -14,923 Closed
EFS
140
Essex Financial Services
Connecticut
– -$599K -14,642 Closed
LFAS
141
Level Four Advisory Services
Texas
– -$492K -12,040 Closed
JWCA
142
J.W. Cole Advisors
Florida
– -$460K -11,245 Closed
ET
143
Equitable Trust
Tennessee
– -$366K -8,948 Closed
MWM
144
Maripau Wealth Management
Indiana
– -$257K -7,195 Closed
EAM
145
Evanson Asset Management
California
– -$286K -6,995 Closed
Wolverine Trading
146
Wolverine Trading
Illinois
– -$285K -6,861 Closed
SPC
147
Sigma Planning Corp
Michigan
– -$276K -6,750 Closed
FHA
148
Flagship Harbor Advisors
Massachusetts
– -$274K -6,689 Closed
FFA
149
Fragasso Financial Advisors
Pennsylvania
– -$271K -6,616 Closed
RIA
150
Realta Investment Advisors
Delaware
– -$269K -6,588 Closed
4 5
6
7 8

WCLD Hedge Fund Activity: Q2 2022 in Review

135 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q2 2022, worth a combined $216M — down 19% from $267M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WCLD and 15 opened new positions — a net loss of 29 holders — while 63 trimmed existing stakes and 31 added.

The largest buyer was Edgehill Endowment Partners, adding an estimated $32.3M. The largest seller was AJ Wealth Strategies, cutting an estimated $4.4M.

  • 135 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q2 2022, down from 165 in Q1 2022.
  • Funds reported $216M of WisdomTree Cloud Computing Fund stock for Q2 2022, down 19% quarter-over-quarter.
  • 15 funds opened new WisdomTree Cloud Computing Fund positions in Q2 2022 and 44 closed out, a net change of -29 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q2 2022 was Edgehill Endowment Partners, an estimated $32.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q2 2022 was AJ Wealth Strategies, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2022.