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 $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,679
shares
|
$66,454
0.0% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,594
shares
|
$63,090
0.01% of portfolio
|
Q1 2024
Added 35.78%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
1,200
shares
|
$47,496
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$39,580
0.03% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
828
shares
|
$32,772
0.0% of portfolio
|
Q3 2024
Added 58.32%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
820
shares
|
$32,455
0.01% of portfolio
|
Q3 2024
Reduced 36.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
817
shares
|
$32,336
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
600
shares
|
$23,748
0.0% of portfolio
|
Q3 2024
Reduced 46.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
540
shares
|
$21,373
0.0% of portfolio
|
Q3 2022
Reduced 65.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
468
shares
|
$18,523
0.0% of portfolio
|
Q1 2022
Reduced 20.54%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
441
shares
|
$17,454
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
400
shares
|
$15,832
0.0% of portfolio
|
Q2 2021
Added 128.57%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
399
shares
|
$15,792
0.0% of portfolio
|
Q3 2021
Added 26.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
395
shares
|
$15,634
0.0% of portfolio
|
Q2 2023
Reduced 68.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
387
shares
|
$15,317
0.0% of portfolio
|
Q4 2023
Reduced 86.11%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
370
shares
|
$14,644
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
346
shares
|
$13,694
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$10,884
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
233
shares
|
$9,222
0.0% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
220
shares
|
$8,707
0.0% of portfolio
|
Q1 2021
Added 24.39%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
168
shares
|
$6,649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
165
shares
|
$6,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
150
shares
|
$5,937
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$3,958
0.0% of portfolio
|
Q3 2024
Reduced 56.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$3,958
0.0% of portfolio
|
Q3 2022
New holding
|