WisdomTree Cybersecurity Fund
WCBR
27 hedge funds and large institutions have $7.18M invested in WisdomTree Cybersecurity Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $6.23M → $7.18M (+$951K)
1.57% more ownership
Funds ownership: 19.48% → 21.05% (+1.6%)
10% less funds holding
Funds holding: 30 → 27 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$453K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$300K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$131K |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$31.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$152K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$124K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$80.6K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$38.7K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
26
Concord Wealth Partners
Abingdon,
Virginia
| $1.02K | – | – | – |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$80.6K | -4,161 | Closed |
|
|
29
US Bancorp
Minneapolis,
Minnesota
| – | -$38.7K | -2,000 | Closed |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$22K | -1,117 | Closed |
|
|
AWM
31
Avior Wealth Management
Omaha,
Nebraska
| – | -$10.4K | -539 | Closed |
|
|
WP
32
WealthPLAN Partners
Omaha,
Nebraska
| – | -$136 | -7 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | -$19 | -1 | Closed |
|
WCBR Hedge Fund Activity: Q3 2023 in Review
27 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q3 2023, worth a combined $7.18M — up 15% from $6.23M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WCBR and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $453K. The largest seller was Procyon Advisors, cutting an estimated $152K.
- 27 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q3 2023, down from 30 in Q2 2023.
- Funds reported $7.18M of WisdomTree Cybersecurity Fund stock for Q3 2023, up 15% quarter-over-quarter.
- 3 funds opened new WisdomTree Cybersecurity Fund positions in Q3 2023 and 6 closed out, a net change of -3 holders.
- The largest WisdomTree Cybersecurity Fund buyer in Q3 2023 was International Assets Investment Management, an estimated $453K added.
- The largest WisdomTree Cybersecurity Fund seller in Q3 2023 was Procyon Advisors, an estimated $152K sold.
Based on aggregated 13F filings for Q3 2023.