GVAG
WCBR

Great Valley Advisor Group’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Great Valley Advisor 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
2024
Q3 		– Sell
-101,606
Closed -$2.55M – 850
2024
Q2 		$2.55M Sell
101,606
-2,893
-3% -$70.5K 0.07% 254
2024
Q1 		$2.68M Buy
104,499
+2,821
+3% +$73.9K 0.08% 230
2023
Q4 		$2.58M Sell
101,678
-683
-0.7% -$15K 0.09% 207
2023
Q3 		$2.09M Sell
102,361
-950
-0.9% -$19K 0.09% 214
2023
Q2 		$2M Buy
+103,311
New +$1.9M 0.08% 221

Other funds holding WCBR

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return