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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,114
shares
|
$170,347
0.0% of portfolio
|
Q3 2024
Added 3096.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
4,184
shares
|
$139,369
0.0% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
3,815
shares
|
$127,077
0.02% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
3,547
shares
|
$118,150
0.0% of portfolio
|
Q2 2024
Added 19.83%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
3,500
shares
|
$116,585
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,011
shares
|
$100,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2,842
shares
|
$94,667
0.02% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,069
shares
|
$68,918
0.0% of portfolio
|
Q2 2024
Reduced 46.09%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,690
shares
|
$56,293
0.04% of portfolio
|
Q2 2024
Reduced 52.92%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,594
shares
|
$53,096
0.01% of portfolio
|
Q1 2024
Added 35.78%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
1,200
shares
|
$39,972
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,116
shares
|
$37,173
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,052
shares
|
$35,042
0.0% of portfolio
|
Q4 2023
Added 1.52%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
828
shares
|
$27,580
0.0% of portfolio
|
Q3 2024
Added 58.32%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
820
shares
|
$27,314
0.01% of portfolio
|
Q3 2024
Reduced 36.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
817
shares
|
$27,214
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
540
shares
|
$17,987
0.0% of portfolio
|
Q3 2022
Reduced 65.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
519
shares
|
$17,287
0.01% of portfolio
|
Q4 2023
Reduced 27.72%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
468
shares
|
$15,589
0.0% of portfolio
|
Q1 2022
Reduced 20.54%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
441
shares
|
$14,689
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
400
shares
|
$13,324
0.0% of portfolio
|
Q2 2021
Added 128.57%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
399
shares
|
$13,290
0.0% of portfolio
|
Q3 2021
Added 26.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
395
shares
|
$13,157
0.0% of portfolio
|
Q2 2023
Reduced 68.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
387
shares
|
$12,890
0.0% of portfolio
|
Q4 2023
Reduced 86.11%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
370
shares
|
$12,324
0.0% of portfolio
|
Q1 2023
New holding
|