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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
BDWM
176
Brewin Dolphin Wealth Management
Ireland
$16K -$11.6K -200 -39%
CWA
177
Carolina Wealth Advisors
South Carolina
$16K -$1.1K -19 -6%
NSIM
178
North Star Investment Management
Illinois
$16K – – –
SWM
179
Selective Wealth Management
Virginia
$10K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$10K +$11.6K +200 New
PP
181
Pacifica Partners
Canada
$9K – – –
MCM
182
MV Capital Management
Maryland
$8K – – –
LFG
183
Larson Financial Group
Missouri
$6K – – –
SPIA
184
Steward Partners Investment Advisory
New York
$6K – – –
IFAM
185
Institutional & Family Asset Management
Colorado
$5K – – –
SWA
186
SOA Wealth Advisors
New York
$5K – – –
TCWM
187
Total Clarity Wealth Management
Illinois
$4K -$8.06K -139 -62%
PCG
188
Private Capital Group
Connecticut
$4K – – –
TWC
189
TD Waterhouse Canada
Ontario, Canada
$2.06K +$1.92K +33 New
BWL
190
Bogart Wealth LLC
Virginia
$2K +$406 +7 +23%
HNWA
191
Henrickson Nauta Wealth Advisors
Michigan
$2K +$2.09K +36 New
CAL
192
Capital Analysts LLC
Pennsylvania
$2K +$2.55K +44 New
CA
193
CoreCap Advisors
Michigan
$1K +$1.28K +22 New
CF
194
Centaurus Financial
California
– -$2.36M -41,029 Closed
CS
195
Credit Suisse
Switzerland
– -$1.08M -18,750 Closed
FTUS
196
Flow Traders U.S.
New York
– -$1.07M -18,642 Closed
LSA
197
L & S Advisors
California
– -$976K -16,935 Closed
DS
198
DRW Securities
Illinois
– -$676K -11,725 Closed
MIFH
199
Migdal Insurance & Financial Holdings
Israel
– -$533K -9,242 Closed
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
– -$474K -8,230 Closed
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.