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 $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
677,734
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2024
Added 421.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
532,384
shares
|
$19.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
354,500
shares
|
$13.2 Million
1.9% of portfolio
|
Q4 2023
New holding
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
323,783
shares
|
$12 Million
4.32% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
278,961
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Jeneq Management LP
New York, NY |
Feb 09, 2023 Q4 2022 |
269,400
shares
|
$10 Million
33.03% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
206,490
shares
|
$7.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.09%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
206,024
shares
|
$7.66 Million
0.17% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
182,007
shares
|
$6.77 Million
0.6% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
175,411
shares
|
$6.53 Million
0.23% of portfolio
|
Q2 2024
Reduced 36.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,775
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
129,055
shares
|
$4.8 Million
0.78% of portfolio
|
Q3 2023
Added 111.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,469
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
105,981
shares
|
$3.94 Million
0.04% of portfolio
|
Q2 2024
Added 125.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
82,499
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
81,245
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
69,125
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
60,353
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
58,994
shares
|
$2.19 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,755
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,235
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 19.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
43,218
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
38,941
shares
|
$1.45 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
35,911
shares
|
$1.34 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
34,856
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.17%
|