Who Owns Wisdomtree Cld Cmutng FD ETF (WCLD)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $11.4M of Wisdomtree Cld Cmutng FD ETF (WCLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Selective Wealth Management, Inc. ($7.2M), Cambridge Investment Research Advisors, Inc. ($820,000), CREATIVE FINANCIAL DESIGNS INC /ADV ($588,739), Bison Wealth, LLC ($581,575), Cypress Point Wealth Management, LLC ($565,242). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Selective Wealth Management, Inc. | $7.2M | 206,798 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $820,000 | 25,586 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $588,739 | 18,366 | Added |
| 4 | Bison Wealth, LLC | $581,575 | 17,045 | Trimmed |
| 5 | Cypress Point Wealth Management, LLC | $565,242 | 17,633 | Hold |
| 6 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $420,028 | 13,103 | Hold |
| 7 | Oxler Private Wealth LLC | $271,193 | 8,460 | Trimmed |
| 8 | Comprehensive Financial Consultants Institutional, Inc. | $259,877 | 8,107 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $240,770 | 7,511 | Trimmed |
| 10 | Merit Financial Group, LLC | $215,704 | 6,729 | Trimmed |
| 11 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $183,040 | 5,710 | Hold |
| 12 | First PREMIER Bank | $18,000 | 574 | Hold |
| 13 | Farther Finance Advisors, LLC | $13,784 | 430 | Hold |
| 14 | Versant Capital Management, Inc | $12,822 | 400 | Hold |
| 15 | Asset Dedication, LLC | $12,791 | 399 | Hold |
| 16 | Carolina Wealth Advisors, LLC | $11,348 | 354 | Trimmed |
| 17 | NBC SECURITIES, INC. | $9,103 | 284 | Hold |
| 18 | Costello Asset Management, INC | $6,411 | 200 | Hold |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5,310 | 160 | Hold |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | $5,193 | 162 | Hold |
| 21 | Founders Financial Alliance, LLC | $4,808 | 150 | Hold |
| 22 | AE Wealth Management LLC | $1,859 | 58 | Hold |
| 23 | TD Waterhouse Canada Inc. | $332 | 10 | Hold |
| 24 | Financial Management Professionals, Inc. | $32 | 1 | Hold |
| 25 | Opal Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30