CWC
WCBR

Carolinas Wealth Consulting’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-179
Closed -$4.85K – 958
2025
Q1 		$4.85K Sell
179
-1
-0.6% -$30 ﹤0.01% 613
2024
Q4 		$5.06K Sell
180
-33
-15% -$914 ﹤0.01% 635
2024
Q3 		$5.42K Hold
213
– – ﹤0.01% 652
2024
Q2 		$5.35K Hold
213
– – ﹤0.01% 644
2024
Q1 		$5.46K Hold
213
– – ﹤0.01% 636
2023
Q4 		$5.4K Hold
213
– – ﹤0.01% 608
2023
Q3 		$4.15K Buy
+213
New +$4.27K ﹤0.01% 637

Other funds holding WCBR

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carolinas Wealth Consulting's WCBR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of WisdomTree Cybersecurity Fund (WCBR) in Q2 2025, closing a stake of 179 shares — an estimated $4.85K sold.

Carolinas Wealth Consulting first reported a position in WCBR in Q3 2023 and held it in 7 quarters. The position peaked at $5.46K in Q1 2024. 48 funds tracked by Wall St. Rank hold WCBR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining WisdomTree Cybersecurity Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 179 WisdomTree Cybersecurity Fund shares in Q2 2025, an estimated $4.85K.
  • Carolinas Wealth Consulting first reported a position in WisdomTree Cybersecurity Fund in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's WisdomTree Cybersecurity Fund position peaked at $5.46K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.