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

Baystate 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 Q4	$67.1K	Hold	2,645	–	–	﹤0.01%	333
2023 Q3	$54K	Buy	2,645 +1,574	+147%	+$31.5K	﹤0.01%	332
2023 Q2	$20.7K	Buy	1,071 +80	+8%	+$1.47K	﹤0.01%	459
2023 Q1	$18.2K	Hold	991	–	–	﹤0.01%	470
2022 Q4	$15K	Buy	991 +1	+0.1%	+$16	﹤0.01%	514
2022 Q3	$17K	Hold	990	–	–	﹤0.01%	458
2022 Q2	$18K	Hold	990	–	–	﹤0.01%	470
2022 Q1	$25K	Sell	990 -149	-13%	-$3.4K	﹤0.01%	419
2021 Q4	$30K	Buy	1,139 +4	+0.4%	+$110	﹤0.01%	403
2021 Q3	$29K	Hold	1,135	–	–	﹤0.01%	363
2021 Q2	$28K	Buy	+1,135	New	+$25.7K	﹤0.01%	349

Other funds holding WCBR

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Baystate Wealth Management's WCBR Position: Q4 2023 in Review

Baystate Wealth Management held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q4 2023 at 2,645 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Baystate Wealth Management first reported a position in WCBR in Q2 2021 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold WCBR as of Q4 2023.

Baystate Wealth Management held 2,645 shares of WisdomTree Cybersecurity Fund worth $67.1K as of Q4 2023.
Baystate Wealth Management left its WisdomTree Cybersecurity Fund share count unchanged in Q4 2023.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #333 holding.
Baystate Wealth Management first reported a position in WisdomTree Cybersecurity Fund in Q2 2021 and has held it in 11 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.