CA
WCBR

Claro Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Claro Advisors’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
2024
Q4 		– Sell
-11,537
Closed -$293K – 548
2024
Q3 		$293K Sell
11,537
-2,683
-19% -$67K 0.04% 384
2024
Q2 		$357K Sell
14,220
-140
-1% -$3.41K 0.06% 286
2024
Q1 		$368K Buy
14,360
+678
+5% +$17.8K 0.06% 284
2023
Q4 		$347K Buy
13,682
+265
+2% +$5.82K 0.08% 263
2023
Q3 		$274K Sell
13,417
-30
-0.2% -$601 0.07% 285
2023
Q2 		$260K Sell
13,447
-1,235
-8% -$22.7K 0.06% 289
2023
Q1 		$270K Sell
14,682
-4,063
-22% -$69K 0.08% 267
2022
Q4 		$285K Sell
18,745
-995
-5% -$16K 0.09% 232
2022
Q3 		$351K Hold
19,740
– – 0.14% 170
2022
Q2 		$351K Buy
19,740
+3,065
+18% +$62.6K 0.14% 170
2022
Q1 		$438K Hold
16,675
– – 0.16% 152
2021
Q4 		$438K Buy
16,675
+1,471
+10% +$40.4K 0.16% 152
2021
Q3 		$392K Buy
+15,204
New +$400K 0.16% 156

Other funds holding WCBR

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $1.74B AUM 32.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return