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 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
9,795
shares
|
$323,039
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
9,701
shares
|
$319,938
0.12% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,737
shares
|
$288,146
0.01% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
8,263
shares
|
$272,513
0.14% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
8,078
shares
|
$266,412
0.02% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
7,819
shares
|
$257,870
0.11% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,751
shares
|
$255,627
0.0% of portfolio
|
Q1 2025
Added 56.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,708
shares
|
$254,209
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
7,411
shares
|
$244,414
0.08% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
7,245
shares
|
$238,940
0.0% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
7,091
shares
|
$233,861
0.09% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
6,824
shares
|
$225,055
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
6,707
shares
|
$221,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
6,546
shares
|
$215,887
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,215
shares
|
$204,970
0.01% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,372
shares
|
$177,168
0.01% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,296
shares
|
$141,682
0.06% of portfolio
|
Q1 2025
Added 35.78%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,951
shares
|
$130,303
0.01% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
3,912
shares
|
$129,017
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,775
shares
|
$124,499
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,020
shares
|
$99,599
0.01% of portfolio
|
Q1 2025
Added 43042.86%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,900
shares
|
$95,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2,842
shares
|
$93,729
0.02% of portfolio
|
Q2 2022
Reduced 5.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,805
shares
|
$92,508
0.0% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,779
shares
|
$91,651
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|