We are live on ! Find out more
WCLD

WisdomTree Cloud Computing Fund

180 hedge funds and large institutions have $416M invested in WisdomTree Cloud Computing Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $672K

31% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 55

18% more capital invested

Capital invested by funds: $353M → $416M (+$62.6M)

1.66% more ownership

Funds ownership: 30.56%32.22% (+1.7%)

1% less funds holding

Funds holding: 181180 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
72
Reduced
55
Closed
19
Calls
$1.43M
Puts
$672K
Net Calls
+$753K
Net Calls Change
-$537K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
151
TimeScale Financial
Massachusetts
$33K
KTC
152
Kistler-Tiffany Companies
Pennsylvania
$30K -$6.08K -120 -18%
MIM
153
Macroview Investment Management
Maryland
$30K -$254 -5 -0.9%
MAM
154
McCarthy Asset Management
California
$29K
BDWM
155
Brewin Dolphin Wealth Management
Ireland
$28.5K
PWMG
156
Prestige Wealth Management Group
New Jersey
$28K
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$5.38K -106 -18%
WOC
158
West Oak Capital
California
$22K
COCM
159
Charter Oak Capital Management
New Hampshire
$22K +$5.07K +100 +33%
VCM
160
Versant Capital Management
Arizona
$22K +$11.4K +225 +129%
BWA
161
BDO Wealth Advisors
Florida
$20K +$5.58K +110 +43%
GEA
162
Glen Eagle Advisors
New Jersey
$19.6K
PWS
163
Paragon Wealth Strategies
Florida
$19K +$16.8K +332 New
ADL
164
Asset Dedication LLC
California
$18K
CWA
165
Carolina Wealth Advisors
South Carolina
$18K +$1.62K +32 +11%
NSIM
166
North Star Investment Management
Illinois
$17K
SWG
167
Summit Wealth Group
Vermont
$17K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$16K +$4.46K +88 +46%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$15K +$1.01K +20 +8%
PP
170
Pacifica Partners
Canada
$11K
SWM
171
Selective Wealth Management
Virginia
$11K +$10.1K +200 New
William Blair & Company
172
William Blair & Company
Illinois
$10K
MCM
173
MV Capital Management
Maryland
$8K +$7.61K +150 New
SPIA
174
Steward Partners Investment Advisory
New York
$7K -$62.8K -1,238 -91%
IFAM
175
Institutional & Family Asset Management
Colorado
$6K

WCLD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q2 2021, worth a combined $416M — up 18% from $353M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WCLD and 18 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 72 added.

The largest buyer was Osaic Holdings, adding an estimated $6.48M. The largest seller was LPL Financial, cutting an estimated $14.6M.

  • 180 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q2 2021, down from 181 in Q1 2021.
  • Funds reported $416M of WisdomTree Cloud Computing Fund stock for Q2 2021, up 18% quarter-over-quarter.
  • 18 funds opened new WisdomTree Cloud Computing Fund positions in Q2 2021 and 19 closed out, a net change of -1 holder.
  • The largest WisdomTree Cloud Computing Fund buyer in Q2 2021 was Osaic Holdings, an estimated $6.48M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q2 2021 was LPL Financial, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2021.