WP
WCBR

WealthPLAN Partners’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-7
Closed -$136 – 1173
2023
Q2 		$136 Buy
+7
New +$129 ﹤0.01% 1222

Other funds holding WCBR

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IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Cambridge Investment Research Advisors
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

WealthPLAN Partners's WCBR Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Cybersecurity Fund (WCBR) in Q3 2023, closing a stake of 7 shares — an estimated $136 sold.

WealthPLAN Partners first reported a position in WCBR in Q2 2023 and held it in 1 quarter. The position peaked at $136 in Q2 2023. 28 funds tracked by Wall St. Rank hold WCBR as of Q3 2023.

  • WealthPLAN Partners reported no remaining WisdomTree Cybersecurity Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 7 WisdomTree Cybersecurity Fund shares in Q3 2023, an estimated $136.
  • WealthPLAN Partners first reported a position in WisdomTree Cybersecurity Fund in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's WisdomTree Cybersecurity Fund position peaked at $136 in Q2 2023.
  • 28 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.