Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree Cybersecurity Fund include HighTower Advisors, LLC, Raymond James Financial Inc, Boreal Capital Management LLC, and Evolution Wealth Management Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50,962 | 62.44 | 1,626 | 91.29 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 6,633 | 212 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5,259 | 5.79 | 165 | 20.44 | ||||
| 2025-08-07 | 13F | Nwam Llc | 51,604 | 94.81 | 1,624 | 126.50 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 335 | 11 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 202 | 6 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,158 | 324 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 471 | 8.78 | 15 | 36.36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 594,489 | 18,970 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,319 | 74 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,539 | 0.72 | 432 | 18.68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,874 | 60 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34,408 | 80.97 | 1 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,742 | 74.94 | 215 | 106.73 |
