Vault-13

WISDOMTREE TR WCLD

CLOUD COMPUTNG · ETP · CUSIP 97717Y691

94 institutional holders -2 vs Q1 2025
4,194,6194.2m shares reported held*
$151.8mreported value*
11 new 22 added 33 reduced 13 sold out net sold ≈ $29.9m (-828.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.18. Options: 1 managers hold calls ($2.5m notional), 2 hold puts ($122.9k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 127Q4 22: 127Q1 23: 131Q2 23: 125Q3 23: 126Q4 23: 127Q1 24: 119Q2 24: 112Q3 24: 102Q4 24: 102Q1 25: 96Q2 25: 9494Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022127
Q4 2022127
Q1 2023131
Q2 2023125
Q3 2023126
Q4 2023127
Q1 2024119
Q2 2024112
Q3 2024102
Q4 2024102
Q1 202596
Q2 202594

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 44 bought or addedQ3 23: 56 cut or sold outQ4 23: 32 bought or addedQ4 23: 72 cut or sold outQ4 23Q1 24: 43 bought or addedQ1 24: 64 cut or sold outQ2 24: 37 bought or addedQ2 24: 61 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 70 cut or sold outQ4 24: 36 bought or addedQ4 24: 47 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 51 cut or sold outQ2 25: 33 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234456
Q4 20233272
Q1 20244364
Q2 20243761
Q3 20242470
Q4 20243647
Q1 20253951
Q2 20253346

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $47.9kQ3 24 puts: $70.3kQ3 24P/C 1.47Q4 24 calls: $63.8kQ4 24 puts: $131.3kQ4 24P/C 2.06Q1 25 calls: $2.2mQ1 25 puts: $74.6kQ1 25P/C 0.03Q2 25 calls: $2.5mQ2 25 puts: $122.9kQ2 25P/C 0.05
Numbers
QuarterCallsPutsP/C
Q3 2024$47.9k$70.3k1.47
Q4 2024$63.8k$131.3k2.06
Q1 2025$2.2m$74.6k0.03
Q2 2025$2.5m$122.9k0.05

Biggest buyers

TWO SIGMA INVESTMENTS, LP New +155,486+155.5k
OLD NATIONAL BANCORP /IN/ New +129,055+129.1k
Curi Capital, LLC Added +71,392+71.4k
ROYAL BANK OF CANADA Added +43,298+43.3k
CITADEL ADVISORS LLC Added +25,176+25.2k
FLOW TRADERS U.S. LLC New +24,619+24.6k
GOLDMAN SACHS GROUP INC Added +20,505+20.5k
Clearwater Capital Advisors, LLC Added +19,955+20.0k
MARSHALL WACE, LLP Added +16,081+16.1k
Cubist Systematic Strategies, LLC New +14,412+14.4k

Biggest sellers

UBS Group AG Reduced -479,186-479.2k
MORGAN STANLEY Reduced -358,134-358.1k
BANK OF AMERICA CORP /DE/ Reduced -154,234-154.2k
Summit Trail Advisors, LLC Reduced -106,641-106.6k
StoneCrest Wealth Management, Inc. Sold out -95,861-95.9k
AMERIPRISE FINANCIAL INC Sold out -38,639-38.6k
Qube Research & Technologies Ltd Reduced -29,362-29.4k
Thrive Capital Management, LLC Sold out -28,518-28.5k
SUMITOMO MITSUI FINANCIAL GROUP, INC. Reduced -13,975-14.0k
Integrated Wealth Concepts LLC Sold out -13,075-13.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.5m69.8k shares

Biggest puts

RAYMOND JAMES FINANCIAL INC New $122.9k3.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Curi Capital, LLC 0.41% of their portfolio CHICAGO, IL 598,972599.0k $21.6m $21.6m 0.41% Added +71.4k +71,392
2 Endurance Services Ltd 2.23% of their portfolio PURCHASE, NY 354,500354.5k $12.8m $12.8m 2.23% Unchanged
3 Selective Wealth Management, Inc. 3.97% of their portfolio FOREST, VA 295,066295.1k $10.9m $10.9m 3.97% Reduced -8.7k -8,708
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 249,934249.9k $9.0m $9.0m 0.00% Reduced -358.1k -358,134
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 227,808227.8k $8.2m $8.2m 0.00% Reduced -374 -374
6 Clearwater Capital Advisors, LLC 0.68% of their portfolio HOFFMAN ESTATES, IL 205,870205.9k $7.4m $7.4m 0.68% Added +20.0k +19,955
7 IEQ CAPITAL, LLC 0.04% of their portfolio Foster City, CA 199,456199.5k $7.2m $7.2m 0.04% Reduced -6.4k -6,384
8 Summit Trail Advisors, LLC 0.11% of their portfolio NEW YORK, NY 178,271178.3k $6.4m $6.4m 0.11% Reduced -106.6k -106,641
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 165,762165.8k $6.0m $6.0m 0.00% Added +6.7k +6,683
10 Yarbrough Capital, LLC 0.21% of their portfolio FRANKLIN, TN 165,470165.5k $6.0m $6.0m 0.21% Unchanged
11 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 155,486155.5k $5.6m $5.6m 0.01% New
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 151,497151.5k $5.5m $5.5m 0.00% Reduced -479.2k -479,186
13 OLD NATIONAL BANCORP /IN/ 0.08% of their portfolio EVANSVILLE, IN 129,055129.1k $4.7m $4.7m 0.08% New
14 BYRNE FINANCIAL FREEDOM, LLC 1.71% of their portfolio FRANKLIN, MA 94,90094.9k $3.4m $3.4m 1.71% Added +1.3k +1,291
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 86,17386.2k $3.1m $3.1m 0.00% Added +20.5k +20,505
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 83,49283.5k $3.0m $3.0m 0.00% Reduced -9.6k -9,556
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 72,14272.1k $2.6m $2.6m 0.00% Added +43.3k +43,298
18 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 61,89261.9k $2.2m $2.2m 0.01% Added +461 +461
19 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.03% of their portfolio TOKYO, M0 58,50658.5k $2.1m $2.1m 0.03% Reduced -14.0k -13,975
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,39736.4k $1.3m $1.3m 0.00% Reduced -154.2k -154,234
21 Joseph P. Lucia & Associates, LLC 0.50% of their portfolio Yorktown Heights, NY 33,95534.0k $1.2m $1.2m 0.50% Reduced -1.9k -1,905
22 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 30,96931.0k $1.1m $1.1m 0.00% Added +2.7k +2,733
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,92230.9k $1.1m $1.1m 0.00% Added +879 +879
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 30,38030.4k $1.1m $1.1m 0.00% Reduced -3.5k -3,514
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,92027.9k $1.0m $1.0m 0.00% Added +25.2k +25,176
26 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 26,60526.6k $961.5k $961.5k 0.00% Added +16.1k +16,081
27 PINEBRIDGE INVESTMENTS, L.P. 0.01% of their portfolio NEW YORK, NY 26,36426.4k $952.8k $952.8k 0.01% Reduced -4.3k -4,348
28 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 24,61924.6k $890.0k $890.0k 0.03% New
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,05023.1k $833.0k $833.0k 0.00% Reduced -5.0k -5,001
30 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 17,36117.4k $627.4k $627.4k 0.00% Reduced -29.4k -29,362
31 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 16,19416.2k $585.3k $585.3k 0.00% Reduced -633 -633
32 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,17615.2k $548.0k $548.0k 0.00% Added +456 +456
33 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 14,72514.7k $532.2k $532.2k 0.02% Added +1.3k +1,300
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,71714.7k $532.0k $532.0k 0.00% Reduced -1.5k -1,491
35 SFI Advisors, LLC 0.36% of their portfolio Montclair, NJ 14,50914.5k $524.4k $524.4k 0.36% Reduced -251 -251
36 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 14,49214.5k $523.7k $523.7k 0.04% Reduced -320 -320
37 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 14,41214.4k $520.9k $520.9k 0.01% New
38 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 14,25314.3k $515.1k $515.1k 0.00% Reduced -155 -155
39 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 13,36613.4k $483.0k $483.0k 0.00% New
40 FIRST COMMUNITY TRUST NA 0.39% of their portfolio DUBUQUE, IA 13,31013.3k $481.0k $481.0k 0.39% Unchanged
41 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,16012.2k $439.5k $439.5k 0.01% Reduced -8.8k -8,814
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,13010.1k $366.1k $366.1k 0.00% Reduced -6.4k -6,355
43 Cypress Point Wealth Management, LLC 0.09% of their portfolio DALLAS, TX 9,7959.8k $354.0k $354.0k 0.09% Unchanged
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,7739.8k $353.0k $353.0k 0.00% Reduced -2.0k -2,019
45 Oxler Private Wealth LLC 0.11% of their portfolio Rye Brook, NY 9,7019.7k $350.6k $350.6k 0.11% Unchanged
46 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,1989.2k $321.9k $321.9k 0.01% Added +461 +461
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0929.1k $328.6k $328.6k 0.00% Added +1.3k +1,341
48 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.04% of their portfolio ALAMO, CA 8,8438.8k $319.6k $319.6k 0.04% Reduced -8.1k -8,106
49 Endowment Wealth Management, Inc. 0.15% of their portfolio APPLETON, WI 8,3098.3k $300.3k $300.3k 0.15% Added +1.8k +1,763
50 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 8,3068.3k $300.2k $300.2k 0.01% New
51 Graypoint LLC 0.02% of their portfolio Albany, NY 8,0788.1k $291.9k $291.9k 0.02% Unchanged
52 TWIN PEAKS WEALTH ADVISORS, LLC 0.09% of their portfolio SAN FRANCISCO, CA 8,0448.0k $265.0k $265.0k 0.09% Added +225 +225
53 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,4587.5k $269.5k $269.5k 0.00% Reduced -250 -250
54 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 7,1957.2k $260.0k $260.0k 0.00% Reduced -50 -50
55 CEERA INVESTMENTS, LLC 0.08% of their portfolio BELLAIRE, TX 7,0917.1k $256.3k $256.3k 0.08% Unchanged
56 GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% of their portfolio WESTBOROUGH, MA 6,8246.8k $246.6k $246.6k 0.01% Unchanged
57 O'ROURKE & COMPANY, Inc 0.11% of their portfolio BOSTON, MA 6,7446.7k $243.7k $243.7k 0.11% Reduced -1.5k -1,519
58 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 6,0386.0k $218.2k $218.2k 0.03% New
59 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 5,9155.9k $213.8k $213.8k 0.01% Reduced -300 -300
60 Opal Wealth Advisors, LLC 0.06% of their portfolio JERICHO, NY 5,6345.6k $203.6k $203.6k 0.06% Added +1.7k +1,722
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 5,6005.6k $202.4k $202.4k 0.01% Added +2.6k +2,580
62 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 5,3725.4k $194.1k $194.1k 0.01% Unchanged
63 Y.D. More Investments Ltd 0.01% of their portfolio Ramat Gan, L3 5,2515.3k $189.8k $189.8k 0.01% Added +1.3k +1,300
64 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 4,4284.4k $158.0k $158.0k 0.01% Added +653 +653
65 Banque Cantonale Vaudoise 0.00% of their portfolio LAUSANNE, V8 3,3543.4k $121.0k $121.0k 0.00% Reduced -3.4k -3,353
66 FMR LLC 0.00% of their portfolio BOSTON, MA 3,1263.1k $113.0k $113.0k 0.00% Reduced -1.0k -1,007
67 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,8052.8k $101.4k $101.4k 0.00% Unchanged
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,7792.8k $100.4k $100.4k 0.00% Unchanged
69 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 1,6251.6k $58.7k $58.7k 0.00% New
70 Fairman Group, LLC 0.05% of their portfolio CHESTERBROOK, PA 1,5601.6k $56.4k $56.4k 0.05% Unchanged
71 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2861.3k $46.5k $46.5k 0.00% Reduced -242 -242
72 First PREMIER Bank 0.01% of their portfolio SIOUX FALLS, SD 664664 $24.0k $24.0k 0.01% Reduced -720 -720
73 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 567567 $20.5k $20.5k 0.00% Unchanged
74 Carolina Wealth Advisors, LLC 0.01% of their portfolio MYRTLE BEACH, SC 442442 $16.0k $16.0k 0.01% Added +70 +70
75 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 416416 $15.0k $15.0k 0.00% Unchanged
76 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 400400 $14.5k $14.5k 0.00% Unchanged
77 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 399399 $14.4k $14.4k 0.00% Unchanged
78 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 350350 $12.6k $12.6k 0.00% First filing
79 HORIZON FINANCIAL SERVICES, LLC 0.01% of their portfolio WINSTON SALEM, NC 283283 $10.2k $10.2k 0.01% New
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 280280 $10.1k $10.1k 0.00% Unchanged
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 225225 $8.1k $8.1k 0.00% Unchanged
82 Costello Asset Management, INC 0.00% of their portfolio FEASTERVILLE, PA 213213 $7.7k $7.7k 0.00% Unchanged
83 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 186186 $6.7k $6.7k 0.00% Reduced -391 -391
84 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 168168 $6.1k $6.1k 0.00% Unchanged
85 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 162162 $5.9k $5.9k 0.01% First filing
86 Team Financial Group, LLC 0.00% of their portfolio TEMECULA, CA 105105 $3.8k $3.8k 0.00% New
87 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 100100 $3.6k $3.6k 0.00% Unchanged
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5959 $2.1k $2.1k 0.00% Unchanged
89 Marshall & Sterling Wealth Advisors Inc. 0.00% of their portfolio POUGHKEEPSIE, NY 4444 $1.6k $1.6k 0.00% Unchanged
90 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 3333 $1.2k $1.2k 0.00% Reduced -200 -200
91 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3030 $1.1k $1.1k 0.00% Unchanged
92 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 2525 $904 $904 0.00% Unchanged
93 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 55 $181 $181 0.00% Unchanged
94 Financial Management Professionals, Inc. 0.00% of their portfolio AUSTIN, TX 11 $36 $36 0.00% New