RPGK
WCBR

Retirement Planning Group (Kansas)’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Retirement Planning Group (Kansas)’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
Q2 		– Sell
-15,841
Closed -$406K – 243
2024
Q1 		$406K Buy
+15,841
New +$415K 0.03% 152

Other funds holding WCBR

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GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Retirement Planning Group (Kansas)'s WCBR Position: Q2 2024 in Review

Retirement Planning Group (Kansas) sold out of WisdomTree Cybersecurity Fund (WCBR) in Q2 2024, closing a stake of 15,841 shares — an estimated $406K sold.

Retirement Planning Group (Kansas) first reported a position in WCBR in Q1 2024 and held it in 1 quarter. The position peaked at $406K in Q1 2024. 48 funds tracked by Wall St. Rank hold WCBR as of Q2 2024.

  • Retirement Planning Group (Kansas) reported no remaining WisdomTree Cybersecurity Fund position as of Q2 2024 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 15,841 WisdomTree Cybersecurity Fund shares in Q2 2024, an estimated $406K.
  • Retirement Planning Group (Kansas) first reported a position in WisdomTree Cybersecurity Fund in Q1 2024 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s WisdomTree Cybersecurity Fund position peaked at $406K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2024, filed 12 Jul 2024.