Nations Financial Group’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Nations Financial 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
2025 Q3	–	Sell	-8,000	Closed	-$255K	–	737
2025 Q2	$255K	Sell	8,000 -500	-6%	-$14.6K	0.02%	592
2025 Q1	$230K	Sell	8,500 -1,000	-11%	-$29.6K	0.02%	581
2024 Q4	$268K	Sell	9,500 -1,000	-10%	-$27.7K	0.02%	577
2024 Q3	$267K	Hold	10,500	–	–	0.02%	585
2024 Q2	$264K	Hold	10,500	–	–	0.02%	557
2024 Q1	$269K	Buy	10,500 +500	+5%	+$13.1K	0.02%	548
2023 Q4	$254K	Hold	10,000	–	–	0.02%	548
2023 Q3	$204K	Hold	10,000	–	–	0.02%	581
2023 Q2	$194K	Hold	10,000	–	–	0.02%	589
2023 Q1	$184K	Hold	10,000	–	–	0.02%	590
2022 Q4	$152K	Buy	+10,000	New	+$161K	0.02%	574

Other funds holding WCBR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nations Financial Group's WCBR Position: Q3 2025 in Review

Nations Financial Group sold out of WisdomTree Cybersecurity Fund (WCBR) in Q3 2025, closing a stake of 8,000 shares — an estimated $255K sold.

Nations Financial Group first reported a position in WCBR in Q4 2022 and held it in 11 quarters. The position peaked at $269K in Q1 2024. 47 funds tracked by Wall St. Rank hold WCBR as of Q3 2025.

Nations Financial Group reported no remaining WisdomTree Cybersecurity Fund position as of Q3 2025 after selling out during the quarter.
Nations Financial Group sold 8,000 WisdomTree Cybersecurity Fund shares in Q3 2025, an estimated $255K.
Nations Financial Group first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and held it in 11 quarters.
Nations Financial Group's WisdomTree Cybersecurity Fund position peaked at $269K in Q1 2024.
47 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2025.

Based on Nations Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.