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 111 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2,842
shares
|
$99,185
0.02% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,805
shares
|
$97,894
0.0% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,779
shares
|
$96,987
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,725
shares
|
$60,202
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,560
shares
|
$54,444
0.05% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,286
shares
|
$44,881
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
607
shares
|
$21,184
0.0% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
567
shares
|
$19,788
0.0% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
540
shares
|
$18,846
0.0% of portfolio
|
Q3 2022
Reduced 65.05%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
487
shares
|
$16,996
0.01% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
468
shares
|
$16,333
0.0% of portfolio
|
Q1 2022
Reduced 20.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
416
shares
|
$14,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
400
shares
|
$13,960
0.0% of portfolio
|
Q2 2021
Added 128.57%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
399
shares
|
$13,925
0.0% of portfolio
|
Q3 2021
Added 26.27%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
350
shares
|
$12,215
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$9,597
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
225
shares
|
$7,852
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
220
shares
|
$7,678
0.0% of portfolio
|
Q1 2021
Added 24.39%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
213
shares
|
$7,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
186
shares
|
$6,491
0.0% of portfolio
|
Q2 2025
Reduced 67.76%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
168
shares
|
$5,863
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
162
shares
|
$5,653
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
130
shares
|
$4,537
0.0% of portfolio
|
Q3 2025
Reduced 53.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$3,490
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
93
shares
|
$3,245
0.0% of portfolio
|
Q3 2025
Reduced 11.43%
|