CW
WCBR

CIC Wealth’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

CIC Wealth’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
Q1 		– Sell
-10,890
Closed -$166K – 169
2022
Q4 		$166K Buy
+10,890
New +$176K 0.07% 161

Other funds holding WCBR

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CIC Wealth's WCBR Position: Q1 2023 in Review

CIC Wealth sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2023, closing a stake of 10,890 shares — an estimated $166K sold.

CIC Wealth first reported a position in WCBR in Q4 2022 and held it in 1 quarter. The position peaked at $166K in Q4 2022. 26 funds tracked by Wall St. Rank hold WCBR as of Q1 2023.

  • CIC Wealth reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2023 after selling out during the quarter.
  • CIC Wealth sold 10,890 WisdomTree Cybersecurity Fund shares in Q1 2023, an estimated $166K.
  • CIC Wealth first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and held it in 1 quarter.
  • CIC Wealth's WisdomTree Cybersecurity Fund position peaked at $166K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2023.

Based on CIC Wealth's 13F filing for Q1 2023, filed 4 May 2023.