VWM
WCBR

Venturi Wealth Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-77
Closed -$1.95K – 1452
2023
Q4 		$1.95K Buy
+77
New +$1.69K ﹤0.01% 1228

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Venturi Wealth Management's WCBR Position: Q1 2024 in Review

Venturi Wealth Management sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2024, closing a stake of 77 shares — an estimated $1.95K sold.

Venturi Wealth Management first reported a position in WCBR in Q4 2023 and held it in 1 quarter. The position peaked at $1.95K in Q4 2023. 52 funds tracked by Wall St. Rank hold WCBR as of Q1 2024.

  • Venturi Wealth Management reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 77 WisdomTree Cybersecurity Fund shares in Q1 2024, an estimated $1.95K.
  • Venturi Wealth Management first reported a position in WisdomTree Cybersecurity Fund in Q4 2023 and held it in 1 quarter.
  • Venturi Wealth Management's WisdomTree Cybersecurity Fund position peaked at $1.95K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.