AWM
WCBR

Avior Wealth Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Avior Wealth Management’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
2023
Q3 		– Sell
-539
Closed -$10.4K – 1679
2023
Q2 		$10.4K Sell
539
-10
-2% -$184 ﹤0.01% 1022
2023
Q1 		$10.1K Buy
+549
New +$9.32K ﹤0.01% 1050

Other funds holding WCBR

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Avior Wealth Management's WCBR Position: Q3 2023 in Review

Avior Wealth Management sold out of WisdomTree Cybersecurity Fund (WCBR) in Q3 2023, closing a stake of 539 shares — an estimated $10.4K sold.

Avior Wealth Management first reported a position in WCBR in Q1 2023 and held it in 2 quarters. The position peaked at $10.4K in Q2 2023. 27 funds tracked by Wall St. Rank hold WCBR as of Q3 2023.

  • Avior Wealth Management reported no remaining WisdomTree Cybersecurity Fund position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 539 WisdomTree Cybersecurity Fund shares in Q3 2023, an estimated $10.4K.
  • Avior Wealth Management first reported a position in WisdomTree Cybersecurity Fund in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's WisdomTree Cybersecurity Fund position peaked at $10.4K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.