APW
WCBR

Aventura Private Wealth’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Aventura Private Wealth’s Portfolio WCBR Stock Details WCBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.62K Hold
100
– – ﹤0.01% 735
2026
Q1 		$2.5K Hold
100
– – ﹤0.01% 730
2025
Q4 		$2.79K Hold
100
– – ﹤0.01% 661
2025
Q3 		$3.14K Hold
100
– – ﹤0.01% 640
2025
Q2 		$3.19K Hold
100
– – ﹤0.01% 580
2025
Q1 		$2.71K Hold
100
– – ﹤0.01% 581
2024
Q4 		$2.83K Buy
+100
New +$2.77K ﹤0.01% 554

Other funds holding WCBR

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ECA
Elevate Capital Advisors Eagle, Colorado $182M AUM 16.92% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
KCIC
Kuhn & Co Investment Counsel Chicago, Illinois $173M AUM 27.58% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aventura Private Wealth's WCBR Position: Q2 2026 in Review

Aventura Private Wealth held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q2 2026 at 100 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Aventura Private Wealth first reported a position in WCBR in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

  • Aventura Private Wealth held 100 shares of WisdomTree Cybersecurity Fund worth $3.62K as of Q2 2026.
  • Aventura Private Wealth left its WisdomTree Cybersecurity Fund share count unchanged in Q2 2026.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #735 holding.
  • Aventura Private Wealth first reported a position in WisdomTree Cybersecurity Fund in Q4 2024 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.