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Get Institutions for : 
Wisdomtree Cloud Computing Etf (WCLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    12
Total shares held : 
5,627,713  
% of shares held : 
27.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -42  
Amount of shares held : 
-1,868,454  
% of shares held change : 
  -9.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 52,293
 0.93%
 
Increased Positions :
22
 495,227
 8.8%
 
Unchanged Positions :
37
 2,191,940
 38.95%
 
Decreased Positions :
52
-817,266
-14.52%
 
Closed Positions :
18
-1,598,708
-28.41%
 
Guru Positions :
1
6,115
 0.11%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MEITAV DASH INVESTMENTS LTD 64 - 2024-03-31 573,103 $19,955,000 0
   J P MORGAN CHASE & CO 1657 - 2024-03-31 567,146 $19,748,000 254,737
   Summit Trail Advisors LLC 31 *New 2024-03-31 409,861 $14,271,000 409,861
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 30 - 2024-03-31 385,098 $13,413,000 0
   Endurance Services Ltd 6 - 2024-03-31 354,500 $12,344,000 0
   Selective Wealth Management 3 - 2024-03-31 352,800 $11,801,000 -5,311
   Yarbrough Capital LLC 32 - 2024-03-31 275,411 $9,590,000 0
   LPL FINANCIAL CORP 1472 - 2024-03-31 225,615 $7,856,000 7,036
   GOLDMAN SACHS GROUP INC/ 2303 - 2024-03-31 204,376 $7,116,000 28,908
   MORGAN STANLEY 3551 - 2024-03-31 204,318 $7,114,000 -34,256
   Jeneq Management LP 1 *New 2022-12-31 269,400 $6,757,000 269,400
   BSC PRIVATE WEALTH MANAGEMENT LLC 35 - 2024-03-31 150,294 $5,233,000 2,027
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 25 - 2024-03-31 143,639 $5,003,000 0
   RAYMOND JAMES & ASSOCIATES 1627 - 2024-03-31 133,843 $4,660,000 114,558
   UBS Group AG 2258 - 2024-03-31 131,672 $4,585,000 34,836
   Bremer Bank National Association 41 - 2024-03-31 129,055 $4,494,000 0
   TWO SIGMA ADVISERS, LLC 858 - 2024-03-31 116,600 $4,060,000 -64,400
   RWM Asset Management LLC 54 - 2024-03-31 93,140 $3,243,000 416
   ROYAL BANK OF CANADA 2200 - 2024-03-31 92,480 $3,221,000 20,806
   StoneCrest Wealth Management Inc. 14 - 2024-03-31 90,072 $3,136,000 1,942
   WELLS FARGO & CO/MN 2321 - 2024-03-31 82,420 $2,870,000 45,689
   TWO SIGMA INVESTMENTS LLC 1178 - 2024-03-31 79,300 $2,761,000 -200,800
   SUMITOMO MITSUI FINANCIAL GROUP INC. 67 - 2024-03-31 76,505 $2,664,000 -5,534
   D E SHAW & CO INC 1499 *New 2024-03-31 73,930 $2,574,000 73,930
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 675 - 2023-09-30 82,499 $2,444,000 -300
   EPIQ Capital Group LLC 15 - 2024-03-31 64,396 $2,242,000 21,623
   BANK OF AMERICA CORP /DE/ 3555 - 2024-03-31 63,143 $2,199,000 26,872
   Cetera Investment Advisers 1495 - 2024-03-31 60,825 $2,118,000 20,614
   COMMONWEALTH EQUITY SERVICES LLC. 1766 - 2024-03-31 58,077 $2,022,000 -4,024
   IEQ CAPITAL LLC 353 *New 2024-03-31 47,043 $1,638,000 47,043
   Resolute Partners Group 20 - 2024-03-31 46,762 $1,628,000 -12,600
   MULTIFINANCIAL SECURITIES CORP 922 - 2024-03-31 46,090 $1,605,000 25,605
   MILLENNIUM MANAGEMENT LLC 2620 - 2024-03-31 43,493 $1,514,000 43,493
   STIFEL FINANCIAL CORP 1939 - 2024-03-31 42,090 $1,466,000 282
   Wealthfront Advisers LLC 543 - 2024-03-31 41,875 $1,458,000 8,188
   Change Path LLC 315 *New 2024-03-31 38,344 $1,335,000 38,344
   HIGHTOWER ADVISORS, LLC 1648 - 2024-03-31 36,354 $1,264,000 -10,213
   SFI Advisors LLC 28 - 2024-03-31 36,017 $1,254,000 -1,393
   AMERIPRISE FINANCIAL INC 3026 - 2024-03-31 33,528 $1,167,000 -5,322
   SageView Advisory Group LLC 188 *New 2024-03-31 27,609 $1,076,000 27,609
   KM Capital Management Ltd. 27 - 2024-03-31 30,815 $1,073,000 -21,719
   CITADEL ADVISORS LLC 3010 - 2024-03-31 30,307 $1,055,000 362
   Joseph P. Lucia & Associates LLC 54 - 2024-03-31 29,719 $1,035,000 340
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1783 - 2024-03-31 26,351 $918,000 -20,996
   NORTHERN TRUST CORP 3384 - 2024-03-31 24,000 $836,000 0
   HPM Partners LLC 1394 - 2024-03-31 22,303 $777,000 -1,707
   AJ WEALTH STRATEGIES LLC 148 - 2023-06-30 24,010 $761,000 0
   Advisor Group Holdings Inc. 2609 - 2024-03-31 20,993 $731,000 -11,688
   FRANKLIN RESOURCES INC 1968 - 2024-03-31 20,937 $729,000 0
   CWM LLC 1013 - 2024-03-31 18,894 $658,000 -2,676
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 122 - 2024-03-31 18,649 $649,000 -6,217
   Qube Research & Technologies Ltd 2097 - 2024-03-31 16,455 $573,000 0
   Oxler Private Wealth LLC 60 - 2024-03-31 15,285 $532,000 -3,563
   Private Advisor Group LLC 1553 - 2024-03-31 13,438 $468,000 -737
   FINANCIAL NETWORK 1969 - 2024-03-31 13,386 $466,000 -193
   FIRST COMMUNITY TRUST NA 46 *New 2024-03-31 13,010 $453,000 13,010
   SpiderRock Advisors LLC 425 *New 2024-03-31 12,600 $432,000 12,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3744 - 2024-03-31 11,042 $384,000 -10,773
   Sowell Financial Services LLC 480 - 2024-03-31 10,953 $381,000 -1,044
   RDL FINANCIAL INC 89 - 2024-03-31 11,875 $376,000 0
   TOWER RESEARCH CAPITAL LLC 1049 - 2024-03-31 10,501 $366,000 -19,809
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1774 - 2024-03-31 10,492 $365,000 -570
   Moloney Securities Asset Management LLC 317 - 2024-03-31 10,163 $354,000 -161
   Circle Wealth Management LLC 165 - 2024-03-31 9,989 $348,000 0
   Intrua Financial LLC 232 - 2023-03-31 12,824 $342,000 -2,549
   Cypress Point Wealth Management LLC 57 *New 2024-03-31 9,795 $341,000 9,795
   Twin Peaks Wealth Advisors LLC 91 - 2024-03-31 9,684 $337,000 -844
   OROURKE & COMPANY Inc 114 *New 2024-03-31 8,426 $293,000 8,426
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2839 - 2024-03-31 8,428 $293,000 -26,963
   PINEBRIDGE INVESTMENTS LTD 548 - 2024-03-31 8,282 $288,000 0
   Robertson Stephens Wealth Management LLC 422 *New 2024-03-31 8,184 $285,000 8,184
   JNB Advisors LLC 380 - 2024-03-31 8,078 $281,000 -1,407
   BROWN ADVISORY HOLDINGS INC 1086 - 2024-03-31 8,000 $279,000 0
   JANNEY MONTGOMERY SCOTT LLC 2375 - 2024-03-31 7,871 $274,000 50
   Vontobel Holding Ltd. 932 - 2024-03-31 7,600 $265,000 0
   BLAIR WILLIAM & CO/IL 1296 - 2024-03-31 7,517 $262,000 33
   Farther Finance Advisors LLC 611 - 2024-03-31 7,218 $248,000 1,665
   GRIMES & COMPANY INC 297 - 2024-03-31 6,824 $238,000 0
   CEERA INVESTMENTS LLC 84 - 2024-03-31 6,721 $234,000 0
   Atria Wealth Solutions Inc. 1719 - 2024-03-31 6,571 $229,000 -220
   PSI Advisors LLC 122 - 2024-03-31 6,515 $227,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 916 - 2024-03-31 6,115 $213,000 -17,575
   HALBERT, HARGROVE/RUSSELL LLC 82 - 2024-03-31 5,976 $208,000 0
   ICA Group Wealth Management LLC 303 - 2024-03-31 4,985 $174,000 -80
   HARBOUR INVESTMENTS INC. 935 - 2023-12-31 4,701 $164,000 -265
   Smartleaf Asset Management LLC 390 - 2024-03-31 3,855 $137,000 59
   Parallel Advisors LLC 1033 - 2024-03-31 3,838 $134,000 -1,460
   Northwest Financial Advisors 165 - 2024-03-31 3,590 $125,000 700
   Fairman Group LLC 65 - 2024-03-31 3,500 $122,000 0
   STELAC ADVISORY SERVICES LLC 101 - 2024-03-31 3,164 $110,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1777 - 2024-03-31 2,960 $103,000 -664
   Banque Cantonale Vaudoise 730 - 2024-03-31 2,044 $71,000 -200
   Opal Wealth Advisors LLC 203 *New 2024-03-31 1,654 $58,000 1,654
   First PREMIER Bank 204 - 2024-03-31 1,594 $56,000 420
   Y.D. More Investments Ltd 250 - 2024-03-31 1,200 $42,000 0
   BROWN BROTHERS HARRIMAN & CO 798 *New 2024-03-31 1,082 $38,000 1,082
   Federation des caisses Desjardins du Quebec 1482 - 2024-03-31 1,052 $37,000 0
   Continuum Advisory LLC 665 *New 2024-03-31 1,116 $36,000 1,116
   GPS Wealth Strategies Group LLC 642 - 2024-03-31 817 $28,000 0
   BANK OF MONTREAL /CAN/ 3144 - 2024-03-31 666 $23,000 0

  100 Records found
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