CPA
WCBR

Clear Point Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Clear Point 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
-10
Closed -$254 – 529
2024
Q3 		$254 Hold
10
– – ﹤0.01% 528
2024
Q2 		$251 Hold
10
– – ﹤0.01% 523
2024
Q1 		$256 Buy
+10
New +$262 ﹤0.01% 523

Other funds holding WCBR

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DFG
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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 $377B 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 $893B AUM 36.07% 1-Year Est. Return

Clear Point Advisors's WCBR Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q4 2024, closing a stake of 10 shares — an estimated $254 sold.

Clear Point Advisors first reported a position in WCBR in Q1 2024 and held it in 3 quarters. The position peaked at $256 in Q1 2024. 41 funds tracked by Wall St. Rank hold WCBR as of Q4 2024.

  • Clear Point Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 WisdomTree Cybersecurity Fund shares in Q4 2024, an estimated $254.
  • Clear Point Advisors first reported a position in WisdomTree Cybersecurity Fund in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's WisdomTree Cybersecurity Fund position peaked at $256 in Q1 2024.
  • 41 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.