Home › WCLD

Who holds WCLD

WISDOMTREE TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
GOLDMAN SACHS GROUP INC1.3M$40.6M0.0%
BANK OF NOVA SCOTIA713.5K$22.9M0.0%
Endurance Services Ltd354.5K$11.4M1.7%
Clearwater Capital Advisors, LLC294.0K$9.4M0.7%
Selective Wealth Management, Inc.206.8K$7.2M1.9%
MORGAN STANLEY157.5K$5.0M0.0%
UBS Group AG127.0K$4.1M0.0%
BANK OF AMERICA CORP /DE/97.9K$3.1M0.0%
JPMORGAN CHASE & CO77.4K$2.4M0.0%
IEQ CAPITAL, LLC68.6K$2.2M0.0%
Arax Advisory Partners58.5K$1.9M0.0%
Tower Research Capital LLC (TRC)46.3K$1.5M0.0%
CITADEL ADVISORS LLC43.6K$1.4M0.0%
GTS SECURITIES LLC42.0K$1.3M0.0%
LPL Financial LLC39.1K$1.3M0.0%
Yarbrough Capital, LLC38.6K$1.2M0.0%
SUMITOMO MITSUI FINANCIAL GROUP, INC.27.4K$877,6260.0%
IHT Wealth Management, LLC25.1K$805,4060.0%
ROYAL BANK OF CANADA22.9K$733,0000.0%
TWO SIGMA SECURITIES, LLC20.3K$651,6640.1%
Bramshill Investments, LLC20.0K$641,1180.0%
Wealthfront Advisers LLC19.2K$614,1270.0%
Joseph P. Lucia & Associates, LLC18.8K$603,5490.2%
Cetera Investment Advisers18.8K$602,8110.0%
CREATIVE FINANCIAL DESIGNS INC /ADV18.4K$588,7390.0%
Bison Wealth, LLC17.0K$581,5750.1%
Cypress Point Wealth Management, LLC17.6K$565,2420.1%
Cerity Partners LLC15.3K$490,5510.0%
RAYMOND JAMES FINANCIAL INC14.7K$471,3820.0%
WELLS FARGO & COMPANY/MN14.1K$452,3090.0%
PINEBRIDGE INVESTMENTS LLC13.7K$439,9670.0%
LODESTAR PRIVATE ASSET MANAGEMENT LLC13.1K$420,0280.0%
Cambridge Investment Research Advisors, Inc.12.8K$410,0000.0%
Capital Square, LLC9.6K$324,5810.1%
Trexquant Investment LP10.0K$320,4950.0%
Curi Capital, LLC9.0K$288,5040.0%
Advisory Services Network, LLC8.9K$285,2330.0%
Perigon Wealth Management, LLC8.6K$277,0270.0%
Oxler Private Wealth LLC8.5K$271,1930.1%
Comprehensive Financial Consultants Institutional, Inc.8.1K$259,8770.1%
OSAIC HOLDINGS, INC.8.0K$256,5220.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.9K$252,8890.0%
XTX Topco Ltd7.8K$248,4970.0%
COMMONWEALTH EQUITY SERVICES, LLC7.5K$240,7700.0%
Osbon Capital Management LLC6.8K$218,8620.2%
Merit Financial Group, LLC6.7K$215,7040.0%
HALBERT HARGROVE GLOBAL ADVISORS, LLC5.7K$183,0400.0%
Stelac Advisory Services LLC5.6K$178,2610.0%
Smartleaf Asset Management LLC5.4K$171,6950.0%
FRANKLIN RESOURCES INC5.2K$167,3960.0%
Larson Financial Group LLC4.3K$138,9620.0%
Keating Financial Advisory Services, Inc.3.6K$115,3050.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.7K$86,8390.0%
Y.D. More Investments Ltd2.7K$84,9800.0%
Rockefeller Capital Management L.P.1.8K$59,0710.0%
MCF Advisors LLC1.1K$35,2620.0%
FMR LLC875$28,0490.0%
US BANCORP \DE\750$24,0420.0%
Ameritas Advisory Services, LLC600$19,2340.0%
First PREMIER Bank574$18,0000.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}