NFG
WCBR

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

Next 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
2021
Q4 		$21K Hold
800
– – ﹤0.01% 1870
2021
Q3 		$21K Hold
800
– – ﹤0.01% 1783
2021
Q2 		$20K Buy
+800
New +$18.1K ﹤0.01% 1751

Other funds holding WCBR

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
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Next Financial Group's WCBR Position: Q4 2021 in Review

Next Financial Group held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q4 2021 at 800 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Next Financial Group first reported a position in WCBR in Q2 2021 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold WCBR as of Q4 2021.

  • Next Financial Group held 800 shares of WisdomTree Cybersecurity Fund worth $21K as of Q4 2021.
  • Next Financial Group left its WisdomTree Cybersecurity Fund share count unchanged in Q4 2021.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1870 holding.
  • Next Financial Group first reported a position in WisdomTree Cybersecurity Fund in Q2 2021 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.