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 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,607
shares
|
$57,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,560
shares
|
$55,738
0.12% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,286
shares
|
$45,948
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
755
shares
|
$26,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
664
shares
|
$23,724
0.01% of portfolio
|
Q2 2025
Reduced 52.02%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
645
shares
|
$23,045
0.01% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
577
shares
|
$20,616
0.0% of portfolio
|
Q1 2025
Added 66.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
567
shares
|
$20,258
0.0% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
540
shares
|
$19,294
0.0% of portfolio
|
Q3 2022
Reduced 65.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
468
shares
|
$16,721
0.0% of portfolio
|
Q1 2022
Reduced 20.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
416
shares
|
$14,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
400
shares
|
$14,291
0.0% of portfolio
|
Q2 2021
Added 128.57%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
399
shares
|
$14,256
0.0% of portfolio
|
Q3 2021
Added 26.27%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
372
shares
|
$13,291
0.01% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
280
shares
|
$10,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$9,825
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
233
shares
|
$8,325
0.0% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
225
shares
|
$8,039
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
220
shares
|
$7,860
0.0% of portfolio
|
Q1 2021
Added 24.39%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
213
shares
|
$7,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
168
shares
|
$6,002
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
150
shares
|
$5,359
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
100
shares
|
$3,572
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$3,572
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$3,572
0.0% of portfolio
|
Q3 2024
Reduced 56.52%
|