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 5.63 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,225
shares
|
$453,490
0.0% of portfolio
|
Q2 2024
Added 49.33%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
11,191
shares
|
$452,116
0.09% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,163
shares
|
$410,585
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
10,115
shares
|
$408,646
0.14% of portfolio
|
Q4 2024
Reduced 31.84%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
9,795
shares
|
$395,718
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
8,263
shares
|
$333,825
0.16% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,139
shares
|
$328,815
0.0% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
8,138
shares
|
$328,775
0.08% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,078
shares
|
$326,351
0.02% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,874
shares
|
$318,109
0.01% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,478
shares
|
$302,111
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
7,091
shares
|
$286,476
0.1% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,858
shares
|
$277,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,824
shares
|
$275,689
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,615
shares
|
$267,246
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
6,371
shares
|
$257,388
0.1% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,840
shares
|
$235,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
5,800
shares
|
$234,320
0.0% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,702
shares
|
$230,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,362
shares
|
$216,624
0.01% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,959
shares
|
$200,343
0.0% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,755
shares
|
$151,702
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$141,400
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,350
shares
|
$135,340
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
|
$131,340
0.01% of portfolio
|
Q4 2024
Added 170.92%
|