High Net Worth Advisory Group’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

High Net Worth Advisory 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 Q1	–	Sell	-1,000	Closed	-$15.2K	–	578
2022 Q4	$15.2K	Hold	1,000	–	–	0.01%	464
2022 Q3	$17K	Hold	1,000	–	–	0.01%	478
2022 Q2	$18K	Hold	1,000	–	–	0.01%	472
2022 Q1	$25K	Hold	1,000	–	–	0.01%	426
2021 Q4	$26K	Buy	+1,000	New	+$27.5K	0.01%	430

Other funds holding WCBR

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

High Net Worth Advisory Group's WCBR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2023, closing a stake of 1,000 shares — an estimated $15.2K sold.

High Net Worth Advisory Group first reported a position in WCBR in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 26 funds tracked by Wall St. Rank hold WCBR as of Q1 2023.

High Net Worth Advisory Group reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 WisdomTree Cybersecurity Fund shares in Q1 2023, an estimated $15.2K.
High Net Worth Advisory Group first reported a position in WisdomTree Cybersecurity Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's WisdomTree Cybersecurity Fund position peaked at $26K in Q4 2021.
26 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.