DWMG
WCBR

DB Wealth Management Group’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

DB Wealth Management Group’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
Q4 		$38.4K Buy
1,513
+833
+123% +$18.3K 0.02% 183
2023
Q3 		$13.9K Buy
+680
New +$13.6K 0.01% 256

Other funds holding WCBR

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

DB Wealth Management Group's WCBR Position: Q4 2023 in Review

DB Wealth Management Group increased its WisdomTree Cybersecurity Fund (WCBR) stake by 123% in Q4 2023, buying an estimated $18.3K and bringing the position to 1,513 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #183.

DB Wealth Management Group first reported a position in WCBR in Q3 2023 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold WCBR as of Q4 2023.

  • DB Wealth Management Group held 1,513 shares of WisdomTree Cybersecurity Fund worth $38.4K as of Q4 2023.
  • DB Wealth Management Group bought 833 WisdomTree Cybersecurity Fund shares in Q4 2023, an estimated $18.3K.
  • WisdomTree Cybersecurity Fund made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #183 holding.
  • DB Wealth Management Group first reported a position in WisdomTree Cybersecurity Fund in Q3 2023 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.