TFA
WCBR

Toth Financial Advisory’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Toth Financial Advisory’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
-225
Closed -$5.77K – 796
2024
Q1 		$5.77K Buy
+225
New +$5.89K ﹤0.01% 510

Other funds holding WCBR

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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

Toth Financial Advisory's WCBR Position: Q2 2024 in Review

Toth Financial Advisory sold out of WisdomTree Cybersecurity Fund (WCBR) in Q2 2024, closing a stake of 225 shares — an estimated $5.77K sold.

Toth Financial Advisory first reported a position in WCBR in Q1 2024 and held it in 1 quarter. The position peaked at $5.77K in Q1 2024. 48 funds tracked by Wall St. Rank hold WCBR as of Q2 2024.

  • Toth Financial Advisory reported no remaining WisdomTree Cybersecurity Fund position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 225 WisdomTree Cybersecurity Fund shares in Q2 2024, an estimated $5.77K.
  • Toth Financial Advisory first reported a position in WisdomTree Cybersecurity Fund in Q1 2024 and held it in 1 quarter.
  • Toth Financial Advisory's WisdomTree Cybersecurity Fund position peaked at $5.77K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.