VFA
WCBR

Valeo Financial Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-25
Closed -$1K – 1817
2021
Q1 		$1K Buy
+25
New +$580 ﹤0.01% 1956

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S
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Valeo Financial Advisors's WCBR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Cybersecurity Fund (WCBR) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WCBR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 13 funds tracked by Wall St. Rank hold WCBR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining WisdomTree Cybersecurity Fund position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 WisdomTree Cybersecurity Fund shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in WisdomTree Cybersecurity Fund in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's WisdomTree Cybersecurity Fund position peaked at $1K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.