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WCLD

WisdomTree Cloud Computing Fund

164 hedge funds and large institutions have $353M invested in WisdomTree Cloud Computing Fund in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 12

115% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 27

46% more capital invested

Capital invested by funds: $242M → $353M (+$111M)

41% more funds holding

Funds holding: 116164 (+48)

2.4% less ownership

Funds ownership: 30.36%27.95% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $923K

Holders
164
Holders Change
+48
Holders Change %
+41.38%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
61
Increased
58
Reduced
27
Closed
12
Calls
Puts
$923K
Net Calls
-$923K
Net Calls Change
-$886K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$37.2M +$15.8M +330,536 +91%
Morgan Stanley
2
Morgan Stanley
New York
$27.2M +$7.05M +147,791 +41%
PVH
3
Psagot Value Holdings
Israel
$25M -$6.53M -136,853 -23%
AFG
4
Albion Financial Group
Utah
$21.6M +$1.02M +21,288 +6%
KHLMVGHM
5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.6M -$5.44M -114,049 -23%
BWM
6
Bulltick Wealth Management
Florida
$11.3M +$10M +209,970 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.8M -$9.36M -196,185 -49%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$10.6M -$87.9K -1,843 -0.9%
KAS
9
Kestra Advisory Services
Texas
$9.64M +$1.09M +22,761 +15%
KHLMTHM
10
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.7M +$6.85M +143,639 New
NAMP
11
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.5M -$31K -650 -0.5%
RJA
12
Raymond James & Associates
Florida
$6.88M -$176K -3,698 -3%
GIA
13
Gladstone Institutional Advisory
Florida
$6.79M +$4.83M +101,191 +397%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.61M +$2.59M +54,279 +79%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.52M +$5.81M +121,759 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.52M +$1.21M +25,455 +26%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.03M +$2.06M +43,254 +62%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.63M +$780K +16,350 +18%
Ameriprise
19
Ameriprise
Minnesota
$4.81M +$816K +17,114 +24%
SMFG
20
Sumitomo Mitsui Financial Group
Japan
$4.6M +$2.01M +42,228 +97%
UBS Group
21
UBS Group
Switzerland
$3.89M +$1.27M +26,647 +58%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$3.65M -$2.38M -49,837 -42%
RF
23
Rollins Financial
Georgia
$3.49M +$3.1M +65,058 New
CCA
24
Clearwater Capital Advisors
Illinois
$3.3M +$1.4M +29,332 +91%
CWA
25
Clarity Wealth Advisors
California
$3.28M +$284K +5,957 +11%

WCLD Hedge Fund Activity: Q4 2020 in Review

164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q4 2020, worth a combined $353M — up 46% from $242M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new WCLD positions and 12 closed out — a net gain of 49 holders — while 58 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.8M. The largest seller was Credit Suisse, exiting entirely with an estimated $17.5M sold.

  • 164 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $353M of WisdomTree Cloud Computing Fund stock for Q4 2020, up 46% quarter-over-quarter.
  • 61 funds opened new WisdomTree Cloud Computing Fund positions in Q4 2020 and 12 closed out, a net change of +49 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q4 2020 was LPL Financial, an estimated $15.8M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q4 2020 was Credit Suisse, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2020.