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 115 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
11,324
shares
|
$341,984
0.06% of portfolio
|
Q2 2023
Reduced 11.7%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,225
shares
|
$338,995
0.0% of portfolio
|
Q2 2024
Added 49.33%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
10,115
shares
|
$305,473
0.14% of portfolio
|
Q4 2024
Reduced 31.84%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
9,795
shares
|
$295,809
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,164
shares
|
$276,752
0.02% of portfolio
|
Q4 2024
Added 33.62%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
8,263
shares
|
$249,542
0.16% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,139
shares
|
$245,797
0.0% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,078
shares
|
$243,955
0.02% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,874
shares
|
$237,794
0.01% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
7,819
shares
|
$236,133
0.11% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,478
shares
|
$225,835
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
7,411
shares
|
$223,812
0.08% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
7,091
shares
|
$214,148
0.1% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
6,824
shares
|
$206,084
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,615
shares
|
$199,773
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
5,800
shares
|
$175,160
0.0% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,372
shares
|
$162,234
0.01% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,959
shares
|
$149,761
0.0% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
3,912
shares
|
$118,142
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,755
shares
|
$113,401
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$105,700
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,350
shares
|
$101,170
0.0% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
3,251
shares
|
$98,180
0.01% of portfolio
|
Q4 2024
Added 170.92%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
3,208
shares
|
$96,881
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,164
shares
|
$95,552
0.05% of portfolio
|
Q3 2024
New holding
|