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WCLD

WisdomTree Cloud Computing Fund
WCLD

121 hedge funds and large institutions have $217M invested in WisdomTree Cloud Computing Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $630K

5% more capital invested

Capital invested by funds: $206M → $217M (+$11.2M)

2.84% more ownership

Funds ownership: 30.32% → 33.16% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 127 → 121 (-6)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
24
Reduced
39
Closed
25
Calls
$2.49M
Puts
$630K
Net Calls
+$1.86M
Net Calls Change
+$6.39M

Top Buyers

1
STA
Summit Trail Advisors
New York
+$14.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.88M
3
RJA
Raymond James & Associates
Florida
+$3.99M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.58M
5
IC
IEQ Capital
California
+$1.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.51M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.24M
4
AWM
AE Wealth Management
Kansas
-$1.6M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
126
Centaurus Financial
California
– -$807K -23,083 Closed
PWM
127
Perigon Wealth Management
California
– -$790K -22,599 Closed
CA
128
Claro Advisors
Massachusetts
– -$332K -9,502 Closed
EAM
129
Evanson Asset Management
California
– -$295K -8,428 Closed
CCM
130
Crabel Capital Management
California
– -$274K -7,844 Closed
NAMP
131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$239K -6,830 Closed
KAS
132
Kestra Advisory Services
Texas
– -$231K -6,607 Closed
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
– -$214K -6,125 Closed
MFG
134
Merit Financial Group
Georgia
– -$208K -5,940 Closed
NFA
135
Northwest Financial Advisors
Virginia
– -$101K -2,890 Closed
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
– -$59.4K -1,700 Closed
TFG
137
Team Financial Group
California
– -$49.5K -1,417 Closed
ASN
138
Advisory Services Network
Georgia
– -$44.2K -1,266 Closed
S
139
SignatureFD
Georgia
– -$9.33K -267 Closed
Comerica Bank
140
Comerica Bank
Texas
– -$7.24K -207 Closed
PP
141
Pacifica Partners
Canada
– -$6.53K -200 Closed
LA
142
LM Advisors
California
– -$6.92K -198 Closed
CTA
143
Colonial Trust Advisors
South Carolina
– -$6.29K -180 Closed
SS
144
Sunbelt Securities
Texas
– -$3.42K -98 Closed
TWC
145
TD Waterhouse Canada
Ontario, Canada
– -$715 -22 Closed
2 3 4 5
6

WCLD Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q1 2024, worth a combined $217M — up 5.4% from $206M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WCLD and 19 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 24 added.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $14.3M. The largest seller was Morgan Stanley, cutting an estimated $9.51M.

  • 121 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q1 2024, down from 127 in Q4 2023.
  • Funds reported $217M of WisdomTree Cloud Computing Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 19 funds opened new WisdomTree Cloud Computing Fund positions in Q1 2024 and 25 closed out, a net change of -6 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q1 2024 was Summit Trail Advisors, an estimated $14.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.51M sold.

Based on aggregated 13F filings for Q1 2024.