Arkadios Wealth Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,550
Closed -$91K 1773
2021
Q3
$91K Hold
3,550
0.01% 713
2021
Q2
$86K Buy
+3,550
New +$80.5K 0.01% 769

Other funds holding WCBR

Arkadios Wealth Advisors's WCBR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q4 2021, closing a stake of 3,550 shares — an estimated $91K sold.

Arkadios Wealth Advisors first reported a position in WCBR in Q2 2021 and held it in 2 quarters. The position peaked at $91K in Q3 2021. 23 funds tracked by Wall St. Rank hold WCBR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,550 WisdomTree Cybersecurity Fund shares in Q4 2021, an estimated $91K.
  • Arkadios Wealth Advisors first reported a position in WisdomTree Cybersecurity Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's WisdomTree Cybersecurity Fund position peaked at $91K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.