LA
WCBR

Legacy Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Legacy 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
2022
Q4 		– Sell
-10,000
Closed -$169K – 250
2022
Q3 		$169K Hold
10,000
– – 0.04% 216
2022
Q2 		$178K Hold
10,000
– – 0.04% 209
2022
Q1 		$248K Hold
10,000
– – 0.05% 181
2021
Q4 		$262K Hold
10,000
– – 0.1% 106
2021
Q3 		$258K Buy
+10,000
New +$263K 0.1% 100

Other funds holding WCBR

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Legacy Advisors's WCBR Position: Q4 2022 in Review

Legacy Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q4 2022, closing a stake of 10,000 shares — an estimated $169K sold.

Legacy Advisors first reported a position in WCBR in Q3 2021 and held it in 5 quarters. The position peaked at $262K in Q4 2021. 34 funds tracked by Wall St. Rank hold WCBR as of Q4 2022.

  • Legacy Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q4 2022 after selling out during the quarter.
  • Legacy Advisors sold 10,000 WisdomTree Cybersecurity Fund shares in Q4 2022, an estimated $169K.
  • Legacy Advisors first reported a position in WisdomTree Cybersecurity Fund in Q3 2021 and held it in 5 quarters.
  • Legacy Advisors's WisdomTree Cybersecurity Fund position peaked at $262K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2022.

Based on Legacy Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.