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WCLD

WisdomTree Cloud Computing Fund
WCLD

131 hedge funds and large institutions have $188M invested in WisdomTree Cloud Computing Fund in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $626K

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more funds holding

Funds holding: 128 → 131 (+3)

1% more capital invested

Capital invested by funds: $187M → $188M (+$1.38M)

3.6% less ownership

Funds ownership: 32.68% → 29.08% (-3.6%)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
29
Reduced
46
Closed
19
Calls
$1.79M
Puts
$626K
Net Calls
+$1.17M
Net Calls Change
+$3.73M

Top Buyers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
+$1.99M
2
Goldman Sachs
Goldman Sachs
New York
+$1.71M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.67M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.48M
5
ECG
EPIQ Capital Group
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$6.66M
2
NI
Noked Israel
Israel
-$5.98M
3
AWS
AJ Wealth Strategies
New York
-$1.27M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$981K
5
LPL Financial
LPL Financial
California
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
Sunbelt Securities
Texas
$2.8K +$2.74K +98 New
S
127
SignatureFD
Georgia
$2.58K – – –
KM
128
Kalos Management
Georgia
$2.52K +$2.38K +85 New
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$2.47K +$133K +4,756 +6%
AIP
130
Ahrens Investment Partners
Louisiana
$446 +$420 +15 New
LC
131
Lindbrook Capital
California
$30 – – –
CRC
132
Curi RMB Capital
Illinois
– -$6.66M -265,715 Closed
NI
133
Noked Israel
Israel
– -$5.98M -238,600 Closed
IWC
134
Integrated Wealth Concepts
Massachusetts
– -$981K -39,124 Closed
DSCM
135
Del-Sette Capital Management
New York
– -$774K -30,847 Closed
SFS
136
Sowell Financial Services
Arkansas
– -$667K -26,585 Closed
NA
137
NewEdge Advisors
Louisiana
– -$542K -21,629 Closed
GIA
138
Gladstone Institutional Advisory
Florida
– -$311K -12,393 Closed
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
– -$310K -12,373 Closed
CS
140
Credit Suisse
Switzerland
– -$133K -5,308 Closed
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
– -$124K -4,948 Closed
MCC
142
Money Concepts Capital
Florida
– -$43.3K -1,728 Closed
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$27.9K -1,112 Closed
CG
144
Cutler Group
California
– -$27.9K -997 Closed
AWM
145
Activest Wealth Management
Florida
– -$48.6K -942 Closed
Corient Private Wealth
146
Corient Private Wealth
Florida
– -$15K -600 Closed
SC
147
Sierra Capital
Florida
– -$10K -407 Closed
USCWA
148
U.S. Capital Wealth Advisors
Texas
– -$4.51K -180 Closed
JIR
149
James Investment Research
Ohio
– -$3K -111 Closed
KTC
150
Kistler-Tiffany Companies
Pennsylvania
– -$752 -30 Closed
2 3 4 5
6

WCLD Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q1 2023, worth a combined $188M — up 0.74% from $187M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WCLD positions and 19 closed out — a net gain of 5 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $1.99M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $6.66M sold.

  • 131 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q1 2023, up from 128 in Q4 2022.
  • Funds reported $188M of WisdomTree Cloud Computing Fund stock for Q1 2023, up 0.74% quarter-over-quarter.
  • 24 funds opened new WisdomTree Cloud Computing Fund positions in Q1 2023 and 19 closed out, a net change of +5 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q1 2023 was CIBC World Market, an estimated $1.99M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q1 2023 was Curi RMB Capital, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2023.