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 123 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 $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
366
shares
|
$12,191
0.0% of portfolio
|
Q2 2024
Reduced 45.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
300
shares
|
$9,993
0.0% of portfolio
|
Q3 2022
Reduced 30.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$9,160
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
220
shares
|
$7,328
0.0% of portfolio
|
Q1 2021
Added 24.39%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
168
shares
|
$5,596
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
162
shares
|
$5,396
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
157
shares
|
$5,229
0.0% of portfolio
|
Q2 2024
Reduced 85.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
100
shares
|
$3,331
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
100
shares
|
$3,331
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$3,331
0.0% of portfolio
|
Q3 2024
Reduced 56.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
100
shares
|
$3,331
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
75
shares
|
$2,498
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
68
shares
|
$2,265
0.0% of portfolio
|
Q2 2024
Added 106.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
32
shares
|
$1,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
25
shares
|
$832
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15
shares
|
$499
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
12
shares
|
$399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7
shares
|
$233
0.0% of portfolio
|
Q3 2024
Reduced 91.76%
|
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2020
New holding
|