WisdomTree Cybersecurity Fund
WCBR
34 hedge funds and large institutions have $4.78M invested in WisdomTree Cybersecurity Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
21% more funds holding
Funds holding: 28 → 34 (+6)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0.35% more ownership
Funds ownership: 18% → 18.35% (+0.35%)
13% less capital invested
Capital invested by funds: $5.5M → $4.78M (-$722K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$237K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$168K |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$162K |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$161K |
| 5 |
Jane Street
New York
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$255K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$237K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$228K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$208K |
| 5 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$169K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $7.3K | -$58.8K | -3,645 | -87% |
|
|
HCM
27
Hollencrest Capital Management
Newport Beach,
California
| $6.47K | +$6.86K | +425 | New |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $6.09K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
MSFP
30
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $3.04K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $3K | – | – | – |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $779 | +$758 | +47 | New |
|
|
CWP
33
Concord Wealth Partners
Abingdon,
Virginia
| $761 | +$806 | +50 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $15 | +$16 | +1 | New |
|
|
SRSA
35
S.R. Schill & Associates
Mercer Island,
Washington
| – | -$255K | -15,026 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$237K | -14,011 | Closed |
|
|
LA
37
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$169K | -10,000 | Closed |
|
WCBR Hedge Fund Activity: Q4 2022 in Review
34 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q4 2022, worth a combined $4.78M — down 13% from $5.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WCBR positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $237K. The largest seller was S.R. Schill & Associates, exiting entirely with an estimated $255K sold.
- 34 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $4.78M of WisdomTree Cybersecurity Fund stock for Q4 2022, down 13% quarter-over-quarter.
- 10 funds opened new WisdomTree Cybersecurity Fund positions in Q4 2022 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree Cybersecurity Fund buyer in Q4 2022 was LPL Financial, an estimated $237K added.
- The largest WisdomTree Cybersecurity Fund seller in Q4 2022 was S.R. Schill & Associates, an estimated $255K sold.
Based on aggregated 13F filings for Q4 2022.