Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree Cloud Computing Fund include Old National Bancorp /in/, Ballast, Inc., Cubist Systematic Strategies, LLC, Congress Wealth Management LLC / DE /, Raymond James Financial Inc, Horizon Financial Services, Llc, Evolution Wealth Management Inc., and Financial Management Professionals, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 15,176 | 3.10 | 1 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 129,055 | 4,664 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14,725 | 9.68 | 532 | 22.30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 69,800 | 4.80 | 2,523 | 16.71 | |||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8,044 | 2.88 | 265 | 9.54 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 350 | 250.00 | 13 | 300.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8,306 | 300 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 155,486 | 5,619 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 205,870 | 10.73 | 7,440 | 23.34 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,625 | 59 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,920 | 917.49 | 1,009 | 1,033.71 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 598,972 | 13.53 | 21,647 | 26.44 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 105 | 4 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30,969 | 9.68 | 1,119 | 22.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 30,922 | 2.93 | 1,118 | 14.68 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 442 | 18.82 | 16 | 25.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36,071 | 25.06 | 1,303 | 39.21 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,428 | 17.30 | 158 | 26.61 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 9,279 | 323 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,600 | 85.43 | 202 | 108.25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13,366 | 483 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,309 | 26.93 | 300 | 41.51 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24,619 | 1 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 26,605 | 152.80 | 962 | 181.82 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 14,412 | 521 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,038 | 218 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 61,892 | 0.75 | 2,237 | 12.19 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 162 | 6 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9,092 | 17.30 | 329 | 30.68 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 86,173 | 31.23 | 3,114 | 46.20 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 5,251 | 32.90 | 190 | 47.66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | Put | 3,500 | 123 | |||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 94,900 | 1.38 | 3,430 | 12.91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,198 | 5.28 | 322 | 13.43 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 33,955 | 1,227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 165,762 | 4.20 | 5,991 | 16.04 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5,634 | 44.02 | 204 | 61.11 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 283 | 10 |
