BFEC
WCBR

Benjamin F. Edwards & Company’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Benjamin F. Edwards & Company’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
-1,117
Closed -$22K – 1840
2023
Q2 		$22K Sell
1,117
-4,809
-81% -$88.5K ﹤0.01% 1259
2023
Q1 		$109K Hold
5,926
– – ﹤0.01% 885
2022
Q4 		$90K Sell
5,926
-9,318
-61% -$150K ﹤0.01% 933
2022
Q3 		$258K Buy
15,244
+564
+4% +$10.7K 0.01% 600
2022
Q2 		$261K Buy
+14,680
New +$300K 0.01% 602

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

Benjamin F. Edwards & Company's WCBR Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of WisdomTree Cybersecurity Fund (WCBR) in Q3 2023, closing a stake of 1,117 shares — an estimated $22K sold.

Benjamin F. Edwards & Company first reported a position in WCBR in Q2 2022 and held it in 5 quarters. The position peaked at $261K in Q2 2022. 27 funds tracked by Wall St. Rank hold WCBR as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining WisdomTree Cybersecurity Fund position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,117 WisdomTree Cybersecurity Fund shares in Q3 2023, an estimated $22K.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree Cybersecurity Fund in Q2 2022 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's WisdomTree Cybersecurity Fund position peaked at $261K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.