CIA
WCBR

Concurrent Investment Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-18,973
Closed -$481K – 1009
2023
Q4 		$481K Buy
+18,973
New +$417K 0.02% 506

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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 $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concurrent Investment Advisors's WCBR Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2024, closing a stake of 18,973 shares — an estimated $481K sold.

Concurrent Investment Advisors first reported a position in WCBR in Q4 2023 and held it in 1 quarter. The position peaked at $481K in Q4 2023. 52 funds tracked by Wall St. Rank hold WCBR as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 18,973 WisdomTree Cybersecurity Fund shares in Q1 2024, an estimated $481K.
  • Concurrent Investment Advisors first reported a position in WisdomTree Cybersecurity Fund in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's WisdomTree Cybersecurity Fund position peaked at $481K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.