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 114 institutions that hold shares in the stock, with a total of 4.99 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
10,568
shares
|
$388,691
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,163
shares
|
$373,795
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
9,795
shares
|
$360,260
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,133
shares
|
$299,131
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
8,100
shares
|
$297,918
0.12% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,078
shares
|
$297,108
0.02% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,898
shares
|
$290,488
0.0% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
7,600
shares
|
$279,528
0.0% of portfolio
|
Q4 2023
Reduced 14.89%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
7,091
shares
|
$260,806
0.09% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
6,919
shares
|
$254,480
0.0% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
6,869
shares
|
$252,641
0.11% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,868
shares
|
$252,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,858
shares
|
$252,237
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
6,827
shares
|
$251,097
0.06% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
6,824
shares
|
$250,986
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,615
shares
|
$243,299
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,311
shares
|
$232,118
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,281
shares
|
$194,235
0.0% of portfolio
|
Q3 2024
Reduced 76.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,994
shares
|
$146,899
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,909
shares
|
$143,773
0.02% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
3,500
shares
|
$128,730
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
3,164
shares
|
$116,371
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,903
shares
|
$106,772
0.0% of portfolio
|
Q3 2024
Reduced 18.16%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2,842
shares
|
$104,528
0.02% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,679
shares
|
$61,753
0.0% of portfolio
|
Q3 2024
Reduced 18.85%
|