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WCBR

WisdomTree Cybersecurity Fund
WCBR

43 hedge funds and large institutions have $39.1M invested in WisdomTree Cybersecurity Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $22.5M → $39.1M (+$16.6M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

12.13% more ownership

Funds ownership: 24.08% → 36.22% (+12%)

10% less funds holding

Funds holding: 48 → 43 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAF
Smith Anglin Financial
Texas
+$17.2M
2
Jane Street
Jane Street
New York
+$2.54M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.59M
4
FTUS
Flow Traders U.S.
New York
+$730K
5
NL
NWAM LLC
Washington
+$474K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.05M
2
GVAG
Great Valley Advisor Group
Delaware
-$2.55M
3
SRSA
S.R. Schill & Associates
Washington
-$519K
4
IAIM
International Assets Investment Management
Florida
-$279K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$25.2K -$25 -1 -0.1%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$19.1K – – –
UBS Group
28
UBS Group
Switzerland
$16K -$138K -5,511 -90%
CMA
29
Cedar Mountain Advisors
Oregon
$12.7K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$10.3K +$1.35K +54 +15%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$10.2K – – –
HCM
32
Hollencrest Capital Management
California
$7.25K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$7K – – –
CWC
34
Carolinas Wealth Consulting
North Carolina
$5.42K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$5.37K – – –
MSFP
36
Mark Sheptoff Financial Planning
Connecticut
$5.09K – – –
Morgan Stanley
37
Morgan Stanley
New York
$2.6K – – –
NP
38
NorthRock Partners
Minnesota
$2.26K +$2.22K +89 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$1.68K – – –
CWP
41
Concord Wealth Partners
Virginia
$1.27K – – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.27K – – –
CPA
43
Clear Point Advisors
New York
$254 – – –
GVAG
44
Great Valley Advisor Group
Delaware
– -$2.55M -101,606 Closed
SRSA
45
S.R. Schill & Associates
Washington
– -$519K -20,658 Closed
IAIM
46
International Assets Investment Management
Florida
– -$279K -11,100 Closed
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
– -$249K -9,913 Closed
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
– -$84.2K -3,350 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$5.38K -214 Closed
CFD
50
Creative Financial Designs
Indiana
– -$3.52K -140 Closed
1
2
3

WCBR Hedge Fund Activity: Q3 2024 in Review

43 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q3 2024, worth a combined $39.1M — up 74% from $22.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WCBR and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was Smith Anglin Financial, adding an estimated $17.2M. The largest seller was Old Mission Capital, cutting an estimated $3.05M.

  • 43 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q3 2024, down from 48 in Q2 2024.
  • Funds reported $39.1M of WisdomTree Cybersecurity Fund stock for Q3 2024, up 74% quarter-over-quarter.
  • 3 funds opened new WisdomTree Cybersecurity Fund positions in Q3 2024 and 8 closed out, a net change of -5 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q3 2024 was Smith Anglin Financial, an estimated $17.2M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q3 2024 was Old Mission Capital, an estimated $3.05M sold.

Based on aggregated 13F filings for Q3 2024.