WisdomTree Cybersecurity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 1.05 M | $29.22 M | 2.65% | 21.96% |
| LPL FINANCIAL LLC | 02/11/2026 | 189.21 K | $5.27 M | -7.44% | 3.96% |
| PROCYON ADVISORS, LLC | 01/07/2026 | 98.92 K | $2.76 M | 0.69% | 2.07% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 78.72 K | $2.19 M | 19.79% | 1.65% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 66.90 K | $1.86 M | -11.19% | 1.40% |
| GRANGE CAPITAL, LLC | 02/03/2026 | 58.34 K | $1.62 M | -0.31% | 1.22% |
| JANE STREET GROUP, LLC | 02/12/2026 | 36.51 K | $1.02 M | 100.00% | 0.76% |
| NWAM LLC | 02/04/2026 | 29.70 K | $828.11 K | 30.13% | 0.62% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 28.42 K | $791.46 K | 0.00% | 0.59% |
| CITADEL ADVISORS LLC | 02/17/2026 | 26.90 K | $749.17 K | 60.89% | 0.56% |
| BISON WEALTH, LLC | 03/24/2026 | 20.41 K | $527.70 K | 100.00% | 0.43% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 18.58 K | $517.00 K | 100.00% | 0.39% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 16.30 K | $454.01 K | -8.94% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 15.77 K | $439.25 K | 1.81% | 0.33% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 15.14 K | $421.76 K | 6.61% | 0.32% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.27 K | $369.69 K | 3.49% | 0.28% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 13.21 K | $367.80 K | 0.00% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 11.22 K | $312.54 K | 100.00% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 9.75 K | $271.67 K | -26.07% | 0.20% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 01/23/2026 | 8.29 K | $230.87 K | 0.00% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 8.18 K | $227.95 K | 0.49% | 0.17% |
| BROWN, LISLE/CUMMINGS, INC. | 01/23/2026 | 7.45 K | $207.51 K | 0.00% | 0.16% |
| CALTON & ASSOCIATES, INC. | 02/10/2026 | 7.40 K | $206.12 K | 100.00% | 0.15% |
| BOGART WEALTH, LLC | 01/30/2026 | 6.13 K | $170.66 K | 0.00% | 0.13% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 5.57 K | $156.85 K | 3.05% | 0.12% |
| SIGNATUREFD, LLC | 01/20/2026 | 2.70 K | $75.20 K | 0.00% | 0.06% |
| IFP ADVISORS, INC | 02/06/2026 | 1.65 K | $46.07 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.00 K | $27.85 K | 0.00% | 0.02% |
| BOKF, NA | 02/03/2026 | 1.00 K | $27.85 K | 0.00% | 0.02% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 991 | $27.61 K | 0.00% | 0.02% |
| CEDAR MOUNTAIN ADVISORS, LLC | 02/11/2026 | 500 | $13.93 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 400 | $11.14 K | 0.00% | 0.01% |
| BOREAL CAPITAL MANAGEMENT LLC | 02/17/2026 | 335 | $9.33 K | 0.00% | 0.01% |
| NBC SECURITIES, INC. | 01/29/2026 | 313 | $8.72 K | 100.00% | 0.01% |
| 01/30/2026 | 304 | $8.47 K | 100.00% | 0.01% | |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 285 | $7.94 K | 0.00% | 0.01% |
| FMR LLC | 02/17/2026 | 223 | $6.22 K | -46.90% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 213 | $5.93 K | 0.00% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 202 | $5.63 K | 0.00% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 02/12/2026 | 200 | $5.57 K | 0.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 101 | $2.81 K | 0.00% | 0.00% |
| 01/07/2026 | 100 | $2.79 K | 0.00% | 0.00% | |
| CWM, LLC | 01/26/2026 | 98 | $3.00 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 87 | $2.42 K | 100.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 01/29/2026 | 50 | $1.39 K | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 50 | $1.39 K | 0.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 47 | $1.31 K | 0.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 16 | $446 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 5 | $139 | -99.87% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Cybersecurity Fund institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of WisdomTree Cybersecurity Fund. The most heavily invested institutionals were:
Procyon Advisors, LLC: 86,744
Grange Capital, LLC: 54,244
HighTower Advisors, LLC: 48,752
ENVESTNET ASSET MANAGEMENT INC: 16,691
CREATIVE FINANCIAL DESIGNS INC /ADV: 16,343
HALBERT HARGROVE GLOBAL ADVISORS, LLC: 8,610
38.72% of WisdomTree Cybersecurity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.90 M shares in the last 24 months. This purchase volume represents approximately $76.46 M in transactions.