WisdomTree Cybersecurity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 1.02 M | $32.07 M | 71.93% | 23.93% |
| LPL FINANCIAL LLC | 11/12/2025 | 204.43 K | $6.41 M | 76.95% | 4.79% |
| PROCYON ADVISORS, LLC | 10/28/2025 | 98.24 K | $3.08 M | 8.63% | 2.30% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 75.33 K | $2.36 M | 47.82% | 1.76% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 65.71 K | $2.06 M | 100.00% | 1.54% |
| GRANGE CAPITAL, LLC | 11/07/2025 | 58.52 K | $1.84 M | -4.65% | 1.37% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 28.42 K | $891.62 K | 0.00% | 0.67% |
| NWAM LLC | 02/04/2026 | 22.83 K | $734.07 K | -55.77% | 0.53% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 17.90 K | $561.67 K | -55.80% | 0.42% |
| CITADEL ADVISORS LLC | 11/14/2025 | 16.72 K | $524.58 K | 64.58% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 15.49 K | $486.02 K | 14.40% | 0.36% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 14.20 K | $445.67 K | 110.66% | 0.33% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 13.21 K | $414.37 K | 100.00% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 13.19 K | $409.78 K | 7.64% | 0.31% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 12.83 K | $402.45 K | 27.55% | 0.30% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10/16/2025 | 8.29 K | $260.09 K | -0.02% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 8.14 K | $255.55 K | 100.00% | 0.19% |
| BROWN, LISLE/CUMMINGS, INC. | 10/10/2025 | 7.45 K | $233.77 K | 0.00% | 0.17% |
| KUHN & CO INVESTMENT COUNSEL | 10/28/2025 | 6.95 K | $218.14 K | 100.00% | 0.16% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 6.84 K | $214.54 K | 100.00% | 0.16% |
| DEMARS FINANCIAL GROUP, LLC | 10/30/2025 | 6.65 K | $208.73 K | 0.29% | 0.16% |
| BOGART WEALTH, LLC | 10/27/2025 | 6.13 K | $192.26 K | 0.00% | 0.14% |
| SMARTLEAF ASSET MANAGEMENT LLC | 11/05/2025 | 5.40 K | $171.63 K | 2.74% | 0.13% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.95 K | $123.85 K | 78,840.00% | 0.09% |
| SIGNATUREFD, LLC | 10/21/2025 | 2.70 K | $84.72 K | 0.00% | 0.06% |
| IFP ADVISORS, INC | 02/06/2026 | 1.65 K | $51.90 K | 0.00% | 0.04% |
| RISE ADVISORS, LLC | 10/08/2025 | 1.60 K | $50.26 K | 0.00% | 0.04% |
| BOKF, NA | 11/13/2025 | 1.00 K | $31.38 K | 100.00% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 1.00 K | $31.38 K | -16.67% | 0.02% |
| PARALLEL ADVISORS, LLC | 11/13/2025 | 991 | $31.10 K | 0.00% | 0.02% |
| CEDAR MOUNTAIN ADVISORS, LLC | 10/24/2025 | 500 | $15.69 K | 0.00% | 0.01% |
| FMR LLC | 11/13/2025 | 420 | $13.18 K | -10.83% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 400 | $12.55 K | 0.00% | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 285 | $8.94 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 213 | $6.68 K | 0.00% | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 10/23/2025 | 202 | $6.34 K | 0.00% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11/13/2025 | 200 | $6.28 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 110 | $3.45 K | 100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 101 | $3.18 K | 1.00% | 0.00% |
| 01/07/2026 | 100 | $3.14 K | 0.00% | 0.00% | |
| ROYAL BANK OF CANADA | 11/14/2025 | 100 | $3.00 K | -59.84% | 0.00% |
| CWM, LLC | 10/15/2025 | 98 | $3.00 K | 0.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 11/05/2025 | 50 | $1.57 K | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 50 | $1.57 K | 0.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 47 | $1.48 K | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| GTS SECURITIES LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Cybersecurity Fund institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of WisdomTree Cybersecurity Fund. The most heavily invested institutionals were:
Procyon Advisors, LLC: 98,921
Grange Capital, LLC: 58,340
Bogart Wealth, LLC: 6,127
SIGNATUREFD, LLC: 2,700
BOKF, NA: 1,000
Atria Investments, Inc: 0
41.09% of WisdomTree Cybersecurity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.69 M shares in the last 24 months. This purchase volume represents approximately $41.75 M in transactions.