We are live on ! Find out more
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
DHGWA
151
Dixon Hughes Goodman Wealth Advisors
North Carolina
$79K +$88.8K +1,530 New
AF
152
Allworth Financial
California
$75K – – –
BWA
153
BDO Wealth Advisors
Florida
$68K +$55.4K +955 +271%
FCMA
154
Foresight Capital Management Advisors
Michigan
$66K +$73.6K +1,269 New
TWM
155
Tradition Wealth Management
Minnesota
$62K – – –
TCWA
156
Ten Capital Wealth Advisors
Washington
$52K – – –
William Blair & Company
157
William Blair & Company
Illinois
$50K +$45.8K +790 +457%
GWSG
158
GPS Wealth Strategies Group
Colorado
$44K +$1.04K +18 +2%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$2.96K +51 +7%
SPA
160
Shore Point Advisors
New Jersey
$39K +$44.2K +761 New
AIP
161
Ahrens Investment Partners
Louisiana
$38K +$42.9K +740 New
NFSG
162
Newbridge Financial Services Group
Florida
$37K – – –
RIM
163
Rockbridge Investment Management
New York
$34K – – –
GEA
164
Glen Eagle Advisors
New Jersey
$33.7K +$17.4K +300 +86%
TF
165
TimeScale Financial
Massachusetts
$31K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$29K -$15.5K -267 -32%
KTC
167
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
MAM
168
McCarthy Asset Management
California
$26K – – –
ADL
169
Asset Dedication LLC
California
$21K – – –
COCM
170
Charter Oak Capital Management
New Hampshire
$21K – – –
VCM
171
Versant Capital Management
Arizona
$21K – – –
CWM
172
Curi Wealth Management
North Carolina
$20K +$23.2K +400 New
WOC
173
West Oak Capital
California
$18K -$2.9K -50 -13%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$17.8K – – –
SCA
175
Snowden Capital Advisors
New York
$17K +$19.6K +337 New
5 6
7
8 9

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.