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WCLD

WisdomTree Cloud Computing Fund

125 hedge funds and large institutions have $211M invested in WisdomTree Cloud Computing Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

582% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $255K

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3.08% more ownership

Funds ownership: 30.49%33.57% (+3.1%)

1% more capital invested

Capital invested by funds: $209M → $211M (+$1.45M)

0% more funds holding

Funds holding: 125125 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
30
Reduced
44
Closed
12
Calls
$1.74M
Puts
$255K
Net Calls
+$1.48M
Net Calls Change
+$232K
Name Holding Trade Value Shares
Change
Change in
Stake
EEP
1
Edgehill Endowment Partners
Connecticut
$42.8M
Morgan Stanley
2
Morgan Stanley
New York
$19.6M +$11.3M +358,641 +118%
MIH
3
Meitav Investment House
Israel
$17M -$101K -3,195 -0.6%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.4M
JP Morgan Chase
5
JP Morgan Chase
New York
$11.1M +$1.8M +56,907 +18%
SWM
6
Selective Wealth Management
Virginia
$9.99M -$237K -7,500 -2%
YC
7
Yarbrough Capital
Tennessee
$8.16M
LPL Financial
8
LPL Financial
California
$6.71M +$1.27M +40,227 +22%
CCA
9
Clearwater Capital Advisors
Illinois
$6.32M -$70.3K -2,226 -1%
KHLMTHM
10
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.26M
BBNA
11
Bremer Bank National Association
Minnesota
$3.82M +$2.15M +68,050 +112%
Goldman Sachs
12
Goldman Sachs
New York
$3.71M -$1.22M -38,770 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.39M +$95.5K +3,026 +3%
UBS Group
14
UBS Group
Switzerland
$3.23M +$12.3K +390 +0.4%
DWP
15
Destiny Wealth Partners
Florida
$2.65M +$14.6K +461 +0.5%
SMFG
16
Sumitomo Mitsui Financial Group
Japan
$2.58M +$248K +7,867 +10%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$2.44M -$9.47K -300 -0.4%
Citadel Advisors
18
Citadel Advisors
Florida
$2.39M +$2.54M +80,386 +58,251%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.32M -$158K -5,005 -6%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.06M +$69.5K +2,200 +3%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.84M +$377K +11,930 +24%
RA
22
Resolute Advisors
California
$1.76M +$398K +12,600 +27%
Wealthfront Advisers
23
Wealthfront Advisers
California
$1.71M +$124K +3,916 +7%
Millennium Management
24
Millennium Management
New York
$1.62M +$1.72M +54,537 New
AWM
25
AE Wealth Management
Kansas
$1.55M +$326K +10,314 +25%

WCLD Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q3 2023, worth a combined $211M — up 0.69% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WCLD positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was CIBC World Market, exiting entirely with an estimated $2.62M sold.

  • 125 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $211M of WisdomTree Cloud Computing Fund stock for Q3 2023, up 0.69% quarter-over-quarter.
  • 15 funds opened new WisdomTree Cloud Computing Fund positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q3 2023 was Morgan Stanley, an estimated $11.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q3 2023 was CIBC World Market, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2023.