WisdomTree Cybersecurity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 94.88 K | $2.37 M | 41.81% | 1.99% |
| PROCYON ADVISORS, LLC | 05/04/2026 | 86.74 K | $2.16 M | -12.31% | 1.82% |
| LPL FINANCIAL LLC | 05/06/2026 | 76.09 K | $1.90 M | -59.79% | 1.59% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 56.75 K | $1.42 M | -27.91% | 1.19% |
| GRANGE CAPITAL, LLC | 04/28/2026 | 54.24 K | $1.35 M | -7.02% | 1.14% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 48.75 K | $1.22 M | -95.35% | 1.02% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 48.40 K | $1.21 M | 196.93% | 1.01% |
| CITADEL ADVISORS LLC | 05/15/2026 | 42.07 K | $1.05 M | 56.42% | 0.88% |
| GTS SECURITIES LLC | 05/15/2026 | 22.93 K | $571.86 K | 100.00% | 0.48% |
| BISON WEALTH, LLC | 05/15/2026 | 20.41 K | $594.92 K | 0.00% | 0.43% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.94 K | $447.47 K | -50.87% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.69 K | $416.36 K | 5.84% | 0.35% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 16.34 K | $407.68 K | 7.93% | 0.34% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 15.89 K | $396.28 K | 19.69% | 0.33% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 14.72 K | $367.22 K | 100.00% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 14.55 K | $362.93 K | 29.66% | 0.30% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 13.01 K | $324.41 K | -1.51% | 0.27% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 04/17/2026 | 8.61 K | $214.78 K | 3.87% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 8.20 K | $204.63 K | 0.23% | 0.17% |
| BROWN, LISLE/CUMMINGS, INC. | 04/20/2026 | 7.45 K | $185.84 K | 0.00% | 0.16% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 6.39 K | $154.00 K | 14.82% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 5.81 K | $144.97 K | -40.42% | 0.12% |
| SIGNATUREFD, LLC | 04/07/2026 | 2.70 K | $67.35 K | 0.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.80 K | $44.90 K | 80.00% | 0.04% |
| IFP ADVISORS, INC | 04/13/2026 | 1.65 K | $41.26 K | 0.00% | 0.03% |
| BOKF, NA | 05/08/2026 | 1.00 K | $24.95 K | 0.00% | 0.02% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 991 | $24.72 K | 0.00% | 0.02% |
| 05/06/2026 | 858 | $21.41 K | 100.00% | 0.02% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 600 | $14.97 K | -97.89% | 0.01% |
| CEDAR MOUNTAIN ADVISORS, LLC | 04/30/2026 | 500 | $12.48 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 400 | $9.98 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 370 | $9.23 K | 100.00% | 0.01% |
| NBC SECURITIES, INC. | 04/14/2026 | 313 | $7.81 K | 0.00% | 0.01% |
| 04/02/2026 | 304 | $7.65 K | 0.00% | 0.01% | |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 294 | $7.40 K | 237.93% | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 285 | $7.11 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 215 | $5.36 K | 100.00% | 0.00% |
| FMR LLC | 05/15/2026 | 214 | $5.33 K | -4.04% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 202 | $5.04 K | 0.00% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 05/11/2026 | 200 | $5.56 K | 0.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 101 | $2.52 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 100 | $2.50 K | -53.05% | 0.00% |
| 05/06/2026 | 100 | $2.50 K | 0.00% | 0.00% | |
| CWM, LLC | 05/14/2026 | 98 | $2.45 K | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 89 | $2.22 K | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 50 | $1.25 K | 0.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 47 | $1.17 K | 0.00% | 0.00% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 4 | $100 | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 2 | $49 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Cybersecurity Fund institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of WisdomTree Cybersecurity Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 94,879
Procyon Advisors, LLC: 86,744
LPL Financial LLC: 76,085
Sunbelt Securities, Inc.: 56,747
Grange Capital, LLC: 54,244
HighTower Advisors, LLC: 48,752
14.87% of WisdomTree Cybersecurity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.74 M shares in the last 24 months. This purchase volume represents approximately $45.67 M in transactions.