BWL
WCBR

Bogart Wealth LLC’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-6,127
Closed -$171K – 1900
2025
Q4 		$171K Hold
6,127
– – 0.01% 269
2025
Q3 		$192K Hold
6,127
– – 0.01% 254
2025
Q2 		$196K Hold
6,127
– – 0.01% 239
2025
Q1 		$166K Hold
6,127
– – 0.01% 244
2024
Q4 		$173K Hold
6,127
– – 0.01% 234
2024
Q3 		$156K Sell
6,127
-5,096
-45% -$127K 0.01% 239
2024
Q2 		$282K Hold
11,223
– – 0.01% 184
2024
Q1 		$288K Buy
+11,223
New +$294K 0.01% 178

Other funds holding WCBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bogart Wealth LLC's WCBR Position: Q1 2026 in Review

Bogart Wealth LLC sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2026, closing a stake of 6,127 shares — an estimated $171K sold.

Bogart Wealth LLC first reported a position in WCBR in Q1 2024 and held it in 8 quarters. The position peaked at $288K in Q1 2024. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Bogart Wealth LLC reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 6,127 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $171K.
  • Bogart Wealth LLC first reported a position in WisdomTree Cybersecurity Fund in Q1 2024 and held it in 8 quarters.
  • Bogart Wealth LLC's WisdomTree Cybersecurity Fund position peaked at $288K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.