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 – 547
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Claro Advisors's WCBR Position: Q4 2024 in Review

Claro Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q4 2024, closing a stake of 11,537 shares — an estimated $293K sold.

Claro Advisors first reported a position in WCBR in Q3 2021 and held it in 13 quarters. The position peaked at $438K in Q1 2022. 42 funds tracked by Wall St. Rank hold WCBR as of Q4 2024.

  • Claro Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 11,537 WisdomTree Cybersecurity Fund shares in Q4 2024, an estimated $293K.
  • Claro Advisors first reported a position in WisdomTree Cybersecurity Fund in Q3 2021 and held it in 13 quarters.
  • Claro Advisors's WisdomTree Cybersecurity Fund position peaked at $438K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.