NP
WCBR

NorthRock Partners’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

NorthRock Partners’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
2024
Q4 		– Sell
-89
Closed -$2.26K – 872
2024
Q3 		$2.26K Buy
+89
New +$2.22K ﹤0.01% 805

Other funds holding WCBR

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NorthRock Partners's WCBR Position: Q4 2024 in Review

NorthRock Partners sold out of WisdomTree Cybersecurity Fund (WCBR) in Q4 2024, closing a stake of 89 shares — an estimated $2.26K sold.

NorthRock Partners first reported a position in WCBR in Q3 2024 and held it in 1 quarter. The position peaked at $2.26K in Q3 2024. 41 funds tracked by Wall St. Rank hold WCBR as of Q4 2024.

  • NorthRock Partners reported no remaining WisdomTree Cybersecurity Fund position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 89 WisdomTree Cybersecurity Fund shares in Q4 2024, an estimated $2.26K.
  • NorthRock Partners first reported a position in WisdomTree Cybersecurity Fund in Q3 2024 and held it in 1 quarter.
  • NorthRock Partners's WisdomTree Cybersecurity Fund position peaked at $2.26K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.