Institutional Ownership Wisdomtree Tr Cloud Computing (WCLD)
This table provides information about the institutional ownership of Wisdomtree Tr Cloud Computing (WCLD). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 5.68 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
677,734
shares
|
$27.1 Million
0.0% of portfolio
|
Q3 2024
Added 421.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
429,621
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
374,312
shares
|
$15 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Services LTD
Purchase, NY |
Feb 11, 2025 Q4 2024 |
354,500
shares
|
$14.2 Million
2.23% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
327,021
shares
|
$13.1 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
312,554
shares
|
$12.5 Million
4.75% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Jeneq Management LP
New York, NY |
Feb 09, 2023 Q4 2022 |
269,400
shares
|
$10.8 Million
33.03% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
255,743
shares
|
$10.2 Million
0.36% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
206,490
shares
|
$8.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
206,016
shares
|
$8.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.15%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
174,098
shares
|
$6.96 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
165,470
shares
|
$6.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
150,946
shares
|
$6.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
144,891
shares
|
$5.79 Million
0.05% of portfolio
|
Q4 2024
Added 36.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,775
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
129,055
shares
|
$5.16 Million
0.97% of portfolio
|
Q3 2023
Added 111.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
115,128
shares
|
$4.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
93,139
shares
|
$3.72 Million
2.28% of portfolio
|
Q4 2024
Added 139.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
82,499
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
81,245
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
67,607
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
59,418
shares
|
$2.38 Million
0.65% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,755
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,235
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 19.94%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
35,911
shares
|
$1.44 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.29%
|