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 123 institutions that hold shares in the stock, with a total of 5.63 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
15,303
shares
|
$509,742
0.0% of portfolio
|
Q2 2024
Reduced 31.39%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
14,841
shares
|
$494,353
0.18% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
13,190
shares
|
$439,358
0.35% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,963
shares
|
$431,797
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
12,824
shares
|
$427,167
0.08% of portfolio
|
Q1 2023
Reduced 16.58%
|
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
11,737
shares
|
$390,959
0.15% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
11,593
shares
|
$386,162
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
11,591
shares
|
$386,096
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
11,225
shares
|
$373,904
0.0% of portfolio
|
Q2 2024
Added 49.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,207
shares
|
$373,305
0.0% of portfolio
|
Q2 2024
Reduced 46.62%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
10,568
shares
|
$352,020
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
9,795
shares
|
$326,271
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,427
shares
|
$314,013
0.0% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 14, 2024 Q2 2024 |
8,282
shares
|
$275,873
0.0% of portfolio
|
Q3 2023
Reduced 37.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,184
shares
|
$272,609
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,133
shares
|
$270,910
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
8,100
shares
|
$269,811
0.12% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
8,078
shares
|
$269,078
0.02% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
7,600
shares
|
$253,156
0.0% of portfolio
|
Q4 2023
Reduced 14.89%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
6,869
shares
|
$228,806
0.11% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,868
shares
|
$228,773
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
6,827
shares
|
$227,407
0.06% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
6,824
shares
|
$227,307
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 06, 2024 Q2 2024 |
6,721
shares
|
$223,876
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
6,625
shares
|
$220,678
0.01% of portfolio
|
Q2 2024
New holding
|