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WCBR

WisdomTree Cybersecurity Fund
WCBR

52 hedge funds and large institutions have $25.2M invested in WisdomTree Cybersecurity Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

112% more capital invested

Capital invested by funds: $11.9M → $25.2M (+$13.3M)

53% more funds holding

Funds holding: 34 → 52 (+18)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

0.58% less ownership

Funds ownership: 24.03% → 23.45% (-0.58%)

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.16M
2
LPL Financial
LPL Financial
California
+$1.2M
3
FTUS
Flow Traders U.S.
New York
+$1.1M
4
Bank of America
Bank of America
North Carolina
+$770K
5
Two Sigma Investments
Two Sigma Investments
New York
+$668K

Top Sellers

Rank Fund Capital Flow
1
CIA
Concurrent Investment Advisors
Florida
-$481K
2
Osaic Holdings
Osaic Holdings
Arizona
-$201K
3
S
SignatureFD
Georgia
-$55K
4
SAM
Smartleaf Asset Management
Massachusetts
-$19.1K
5
IAIM
International Assets Investment Management
Florida
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$206K +$210K +8,018 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$204K +$209K +7,965 New
BLC
28
Brown, Lisle/Cummings
Rhode Island
$191K +$70.7K +2,700 +57%
SAM
29
Smartleaf Asset Management
Massachusetts
$134K -$19.1K -728 -12%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$85.9K – – –
S
31
SignatureFD
Georgia
$69.2K -$55K -2,100 -44%
RA
32
Rise Advisors
New York
$41.1K – – –
PA
33
Parallel Advisors
California
$25.4K +$26K +991 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$19.2K – – –
NA
35
NewEdge Advisors
Louisiana
$15.4K – – –
CMA
36
Cedar Mountain Advisors
Oregon
$12.8K +$13.1K +500 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$11.6K +$11.8K +451 New
HCM
38
Hollencrest Capital Management
California
$10.6K – – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$10.3K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7K +$7.2K +275 New
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.41K +$6.55K +250 New
TFA
42
Toth Financial Advisory
Virginia
$5.77K +$5.89K +225 New
CWC
43
Carolinas Wealth Consulting
North Carolina
$5.46K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$5.41K -$2.62K -100 -32%
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$5.13K – – –
CFD
46
Creative Financial Designs
Indiana
$3.59K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.57K +98 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$1.59K +$1.73K +66 New
CWP
49
Concord Wealth Partners
Virginia
$1.28K – – –
CCM
50
Chilton Capital Management
Texas
$488 +$498 +19 New
1
2
3

WCBR Hedge Fund Activity: Q1 2024 in Review

52 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q1 2024, worth a combined $25.2M — up 112% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WCBR positions and 2 closed out — a net gain of 20 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $6.16M. The largest seller was Concurrent Investment Advisors, exiting entirely with an estimated $481K sold.

  • 52 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q1 2024, up from 34 in Q4 2023.
  • Funds reported $25.2M of WisdomTree Cybersecurity Fund stock for Q1 2024, up 112% quarter-over-quarter.
  • 22 funds opened new WisdomTree Cybersecurity Fund positions in Q1 2024 and 2 closed out, a net change of +20 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q1 2024 was Jane Street, an estimated $6.16M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q1 2024 was Concurrent Investment Advisors, an estimated $481K sold.

Based on aggregated 13F filings for Q1 2024.