WisdomTree Cybersecurity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PROCYON ADVISORS, LLC | 07/09/2026 | 85.71 K | $3.10 M | -1.19% | 1.79% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 62.26 K | $2.25 M | -34.38% | 1.30% |
| LPL FINANCIAL LLC | 08/07/2026 | 60.75 K | $2.20 M | -20.15% | 1.27% |
| GTS SECURITIES LLC | 08/14/2026 | 51.40 K | $1.86 M | 124.22% | 1.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 35.30 K | $1.28 M | -16.09% | 0.74% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 33.53 K | $1.21 M | -31.22% | 0.70% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 20.25 K | $733.49 K | 37.57% | 0.42% |
| BISON WEALTH, LLC | 07/07/2026 | 19.85 K | $764.50 K | -2.76% | 0.42% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 19.41 K | $703.03 K | 18.77% | 0.41% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 18.58 K | $672.82 K | 16.93% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 17.63 K | $638.70 K | 5.65% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 15.48 K | $560.65 K | 6.39% | 0.32% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 12.93 K | $468.36 K | -0.57% | 0.27% |
| ELEVATE CAPITAL ADVISORS, LLC | 07/31/2026 | 11.06 K | $400.41 K | 100.00% | 0.23% |
| CREATIVE PLANNING | 08/13/2026 | 10.19 K | $368.96 K | 100.00% | 0.21% |
| JANE STREET GROUP, LLC | 08/14/2026 | 9.73 K | $352.53 K | -45.74% | 0.20% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 9.36 K | $338.98 K | 100.00% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 9.23 K | $334.17 K | 12.47% | 0.19% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 07/21/2026 | 8.61 K | $311.85 K | 0.00% | 0.18% |
| BROWN, LISLE/CUMMINGS, INC. | 09/02/2026 | 7.45 K | $269.84 K | 0.00% | 0.16% |
| KUHN & CO INVESTMENT COUNSEL | 07/31/2026 | 6.95 K | $251.80 K | 100.00% | 0.15% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 6.92 K | $251.00 K | 100.00% | 0.14% |
| MERIDIAN FINANCIAL, LLC | 07/22/2026 | 6.67 K | $241.59 K | 100.00% | 0.14% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 6.46 K | $233.95 K | 100.00% | 0.14% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 6.39 K | $225.02 K | 0.00% | 0.13% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 07/14/2026 | 6.17 K | $223.41 K | 100.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.81 K | $210.34 K | -0.07% | 0.12% |
| SIGNATUREFD, LLC | 07/24/2026 | 2.70 K | $97.79 K | 0.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1.80 K | $65.20 K | 0.00% | 0.04% |
| IFP ADVISORS, INC | 07/20/2026 | 1.65 K | $59.91 K | 0.00% | 0.03% |
| BOKF, NA | 08/10/2026 | 1.00 K | $36.22 K | 0.00% | 0.02% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 991 | $35.90 K | 0.00% | 0.02% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 07/24/2026 | 800 | $28.98 K | 100.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 600 | $21.74 K | 0.00% | 0.01% |
| CEDAR MOUNTAIN ADVISORS, LLC | 07/02/2026 | 500 | $18.11 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 400 | $14.49 K | 0.00% | 0.01% |
| ARES FINANCIAL CONSULTING, LLC | 07/09/2026 | 379 | $13.73 K | 24.67% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 370 | $13.41 K | 0.00% | 0.01% |
| NBC SECURITIES, INC. | 07/21/2026 | 313 | $11.34 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 301 | $10.90 K | 14,950.00% | 0.01% |
| FMR LLC | 08/13/2026 | 295 | $10.68 K | 37.85% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 294 | $10.65 K | 0.00% | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 285 | $10.32 K | 0.00% | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 07/21/2026 | 202 | $7.32 K | 0.00% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 08/13/2026 | 200 | $7.24 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 190 | $6.69 K | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 100 | $3.62 K | -0.99% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 100 | $3.62 K | 0.00% | 0.00% |
| AVENTURA PRIVATE WEALTH, LLC | 07/15/2026 | 100 | $3.62 K | 0.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 07/27/2026 | 50 | $1.81 K | 100.00% | 0.00% |
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WisdomTree Cybersecurity Fund institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of WisdomTree Cybersecurity Fund. The most heavily invested institutionals were:
Procyon Advisors, LLC: 85,708
BANK OF AMERICA CORP /DE/: 62,258
LPL Financial LLC: 60,753
GTS SECURITIES LLC: 51,402
CITADEL ADVISORS LLC: 35,301
HighTower Advisors, LLC: 33,533
12.09% of WisdomTree Cybersecurity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.66 M shares in the last 24 months. This purchase volume represents approximately $43.71 M in transactions.