WisdomTree Cybersecurity Fund
WCBR
34 hedge funds and large institutions have $11.9M invested in WisdomTree Cybersecurity Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
66% more capital invested
Capital invested by funds: $7.18M → $11.9M (+$4.72M)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
26% more funds holding
Funds holding: 27 → 34 (+7)
2.98% more ownership
Funds ownership: 21.05% → 24.03% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$531K |
| 2 |
LPL Financial
San Diego,
California
|
+$408K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$387K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$378K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$211K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$91K |
| 3 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$23.3K |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$17.7K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
26
Hollencrest Capital Management
Newport Beach,
California
| $10.5K | – | – | – |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $10.1K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $7.89K | +$6.83K | +311 | New |
|
|
CWC
29
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $5.4K | – | – | – |
|
|
MSFP
30
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $5.07K | – | – | – |
|
|
CFD
31
Creative Financial Designs
Kokomo,
Indiana
| $3.55K | -$2.75K | -125 | -47% |
|
|
VWM
32
Venturi Wealth Management
Austin,
Texas
| $1.95K | +$1.69K | +77 | New |
|
|
CWP
33
Concord Wealth Partners
Abingdon,
Virginia
| $1.27K | – | – | – |
|
34
Morgan Stanley
New York
| $72 | +$44 | +2 | New |
|
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$91K | -4,468 | Closed |
|
WCBR Hedge Fund Activity: Q4 2023 in Review
34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q4 2023, worth a combined $11.9M — up 66% from $7.18M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WCBR positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $531K. The largest seller was International Assets Investment Management, cutting an estimated $211K.
- 34 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $11.9M of WisdomTree Cybersecurity Fund stock for Q4 2023, up 66% quarter-over-quarter.
- 8 funds opened new WisdomTree Cybersecurity Fund positions in Q4 2023 and 1 closed out, a net change of +7 holders.
- The largest WisdomTree Cybersecurity Fund buyer in Q4 2023 was Jane Street, an estimated $531K added.
- The largest WisdomTree Cybersecurity Fund seller in Q4 2023 was International Assets Investment Management, an estimated $211K sold.
Based on aggregated 13F filings for Q4 2023.