WisdomTree Cybersecurity Fund
WCBR
30 hedge funds and large institutions have $6.23M invested in WisdomTree Cybersecurity Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
30% more capital invested
Capital invested by funds: $4.78M → $6.23M (+$1.45M)
15% more funds holding
Funds holding: 26 → 30 (+4)
3.36% more ownership
Funds ownership: 16.12% → 19.48% (+3.4%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.9M |
| 2 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
+$239K |
| 3 |
LPL Financial
San Diego,
California
|
+$93.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$40K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$31.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$681K |
| 2 |
Jane Street
New York
|
-$210K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$131K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$88.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$36.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSFP
26
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $3.87K | – | – | – |
|
|
CWP
27
Concord Wealth Partners
Abingdon,
Virginia
| $969 | – | – | – |
|
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $940 | -$131K | -7,139 | -99% |
|
|
WP
29
WealthPLAN Partners
Omaha,
Nebraska
| $136 | +$129 | +7 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $19 | +$18 | +1 | New |
|
|
31
Jane Street
New York
| – | -$210K | -11,424 | Closed |
|
WCBR Hedge Fund Activity: Q2 2023 in Review
30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q2 2023, worth a combined $6.23M — up 30% from $4.78M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WCBR positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $1.9M. The largest seller was Flow Traders U.S., cutting an estimated $681K.
- 30 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $6.23M of WisdomTree Cybersecurity Fund stock for Q2 2023, up 30% quarter-over-quarter.
- 5 funds opened new WisdomTree Cybersecurity Fund positions in Q2 2023 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Cybersecurity Fund buyer in Q2 2023 was Great Valley Advisor Group, an estimated $1.9M added.
- The largest WisdomTree Cybersecurity Fund seller in Q2 2023 was Flow Traders U.S., an estimated $681K sold.
Based on aggregated 13F filings for Q2 2023.