IA
WCBR

Insight Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Insight 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
2023
Q1 		– Sell
-11,133
Closed -$168K – 332
2022
Q4 		$168K Sell
11,133
-12,880
-54% -$208K 0.06% 301
2022
Q3 		$407K Buy
24,013
+1,985
+9% +$37.7K 0.16% 170
2022
Q2 		$438K Buy
22,028
+2,287
+12% +$46.7K 0.15% 172
2022
Q1 		$489K Buy
+19,741
New +$451K 0.15% 176

Other funds holding WCBR

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 $44.6B AUM 28.94% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
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
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

Insight Advisors's WCBR Position: Q1 2023 in Review

Insight Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2023, closing a stake of 11,133 shares — an estimated $168K sold.

Insight Advisors first reported a position in WCBR in Q1 2022 and held it in 4 quarters. The position peaked at $489K in Q1 2022. 26 funds tracked by Wall St. Rank hold WCBR as of Q1 2023.

  • Insight Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2023 after selling out during the quarter.
  • Insight Advisors sold 11,133 WisdomTree Cybersecurity Fund shares in Q1 2023, an estimated $168K.
  • Insight Advisors first reported a position in WisdomTree Cybersecurity Fund in Q1 2022 and held it in 4 quarters.
  • Insight Advisors's WisdomTree Cybersecurity Fund position peaked at $489K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.