WisdomTree Cloud Computing Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.30 M | $35.48 M | 582.51% | 14.23% |
| ENDURANCE SERVICES LTD | 05/13/2026 | 354.50 K | $9.68 M | 0.00% | 3.89% |
| CLEARWATER CAPITAL ADVISORS, LLC | 05/13/2026 | 261.01 K | $7.13 M | 19.21% | 2.86% |
| CONCENTRIC CAPITAL STRATEGIES, LP | 05/15/2026 | 260.10 K | $7.11 M | 100.00% | 2.85% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 213.69 K | $5.84 M | 24.68% | 2.34% |
| SELECTIVE WEALTH MANAGEMENT, INC. | 04/30/2026 | 210.06 K | $5.74 M | -19.57% | 2.30% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 190.93 K | $5.22 M | 428.42% | 2.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 174.84 K | $4.78 M | 332.24% | 1.92% |
| IEQ CAPITAL, LLC | 05/15/2026 | 132.02 K | $3.61 M | 0.00% | 1.45% |
| UBS GROUP AG | 05/05/2026 | 115.87 K | $3.17 M | 8.96% | 1.27% |
| MORGAN STANLEY | 05/15/2026 | 101.35 K | $2.77 M | -48.28% | 1.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 56.21 K | $1.54 M | 392.99% | 0.62% |
| LPL FINANCIAL LLC | 05/06/2026 | 45.94 K | $1.26 M | -20.49% | 0.50% |
| YARBROUGH CAPITAL, LLC | 04/14/2026 | 38.57 K | $1.05 M | 0.00% | 0.46% |
| ROYAL BANK OF CANADA | 05/15/2026 | 34.60 K | $946.00 K | 12.06% | 0.38% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 05/14/2026 | 33.38 K | $912.00 K | 12.29% | 0.37% |
| WEALTHFRONT ADVISERS LLC | 05/05/2026 | 30.00 K | $819.60 K | -44.62% | 0.33% |
| GTS SECURITIES LLC | 05/15/2026 | 27.56 K | $753.05 K | 100.00% | 0.30% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 26.13 K | $713.74 K | 100.00% | 0.29% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 22.62 K | $617.95 K | -2.62% | 0.25% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 05/15/2026 | 20.33 K | $555.28 K | -24.21% | 0.22% |
| JANE STREET GROUP, LLC | 05/12/2026 | 19.75 K | $539.54 K | 48.88% | 0.22% |
| CYPRESS POINT WEALTH MANAGEMENT, LLC | 04/13/2026 | 17.63 K | $481.73 K | 0.00% | 0.21% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 05/08/2026 | 19.10 K | $521.87 K | 23.71% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 19.00 K | $519.08 K | 100.00% | 0.21% |
| CERITY PARTNERS LLC | 05/15/2026 | 18.96 K | $517.85 K | 23.86% | 0.21% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 18.16 K | $496.02 K | 3.56% | 0.20% |
| BISON WEALTH, LLC | 05/15/2026 | 17.23 K | $473.68 K | 0.00% | 0.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 17.18 K | $469.33 K | -39.09% | 0.19% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 13.75 K | $375.68 K | 6.75% | 0.16% |
| FIRST COMMUNITY TRUST NA | 04/16/2026 | 13.31 K | $363.63 K | -0.75% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 14.42 K | $394.00 K | 9.32% | 0.16% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 13.72 K | $374.80 K | 93.74% | 0.15% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 04/27/2026 | 13.10 K | $357.97 K | 125.21% | 0.14% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 11.77 K | $321.42 K | 97.17% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 11.16 K | $304.97 K | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 10.99 K | $300.11 K | 100.00% | 0.12% |
| CWM, LLC | 05/14/2026 | 10.22 K | $279.27 K | -17.29% | 0.11% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 9.52 K | $260.17 K | 100.00% | 0.10% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 9.07 K | $247.85 K | -3.48% | 0.10% |
| OXLER PRIVATE WEALTH LLC | 04/28/2026 | 8.69 K | $237.28 K | -6.86% | 0.10% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 7.82 K | $213.56 K | -32.61% | 0.09% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 8.48 K | $231.75 K | 9.33% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.31 K | $226.90 K | -49.83% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 8.24 K | $225.14 K | 19.64% | 0.09% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 7.33 K | $200.20 K | 0.00% | 0.09% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 7.85 K | $214.44 K | -41.07% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 7.57 K | $206.87 K | -45.93% | 0.08% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 6.23 K | $170.23 K | 100.00% | 0.07% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 04/17/2026 | 5.71 K | $156.00 K | 6.29% | 0.07% |
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WisdomTree Cloud Computing Fund institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of WisdomTree Cloud Computing Fund. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 1.3 M
Endurance Services Ltd: 354,500
Clearwater Capital Advisors, LLC: 261,011
Concentric Capital Strategies, LP: 260,102
TWO SIGMA INVESTMENTS, LP: 213,686
Selective Wealth Management, Inc.: 210,060
48.54% of WisdomTree Cloud Computing Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.03 M shares in the last 24 months. This purchase volume represents approximately $148.81 M in transactions.