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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
PVH
1
Psagot Value Holdings
Israel
$32M +$4.93M +97,214 +20%
Morgan Stanley
2
Morgan Stanley
New York
$28.7M -$1.53M -30,134 -6%
LPL Financial
3
LPL Financial
California
$26.2M -$14.6M -288,062 -38%
AFG
4
Albion Financial Group
Utah
$23.1M +$21M +414,005 New
KHLMVGHM
5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.5M +$848K +16,725 +5%
BWM
6
Bulltick Wealth Management
Florida
$12.5M +$703K +13,860 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.4M +$6.48M +127,846 +169%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$11M -$36.2K -714 -0.4%
PWS
9
Private Wealth Strategies
Ohio
$10.3M +$562K +11,090 +6%
Goldman Sachs
10
Goldman Sachs
New York
$9.43M +$2.82M +55,521 +49%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$8.92M +$2.14M +42,257 +36%
CCA
12
Clearwater Capital Advisors
Illinois
$8.85M +$513K +10,109 +7%
MIH
13
Meitav Investment House
Israel
$8.79M -$77.1K -1,520 -1%
KHLMTHM
14
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.03M
JP Morgan Chase
15
JP Morgan Chase
New York
$7.64M -$343K -6,770 -5%
NAMP
16
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.49M -$51.5K -1,016 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.35M +$326K +6,428 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.28M +$278K +5,483 +4%
GIA
19
Gladstone Institutional Advisory
Florida
$7.04M -$10.2K -201 -0.2%
SMFG
20
Sumitomo Mitsui Financial Group
Japan
$6.69M +$615K +12,124 +11%
UBS Group
21
UBS Group
Switzerland
$6.36M -$701K -13,832 -11%
KAS
22
Kestra Advisory Services
Texas
$6.05M -$3.19M -62,926 -37%
Bank of America
23
Bank of America
North Carolina
$5.97M +$818K +16,123 +18%
Ameriprise
24
Ameriprise
Minnesota
$5.89M +$128K +2,530 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.79M -$2.47M -48,646 -36%

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.