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WCBR

WisdomTree Cybersecurity Fund
WCBR

41 hedge funds and large institutions have $50.1M invested in WisdomTree Cybersecurity Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $39.1M → $50.1M (+$10.9M)

7.65% more ownership

Funds ownership: 36.22% → 43.87% (+7.7%)

5% less funds holding

Funds holding: 43 → 41 (-2)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
+$8.96M
2
SAF
Smith Anglin Financial
Texas
+$1.27M
3
IAIM
International Assets Investment Management
Florida
+$209K
4
NL
NWAM LLC
Washington
+$184K
5
NA
NewEdge Advisors
Louisiana
+$91.9K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.27M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.77M
3
OMC
Old Mission Capital
Illinois
-$417K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$369K
5
LPL Financial
LPL Financial
California
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$28K +$28 +1 +0.1%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$21.2K – – –
CMA
28
Cedar Mountain Advisors
Oregon
$14.1K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$11.5K +$55 +2 +0.5%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$11.3K – – –
HCM
31
Hollencrest Capital Management
California
$8.05K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$8K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$5.96K – – –
MSFP
34
Mark Sheptoff Financial Planning
Connecticut
$5.65K – – –
Morgan Stanley
35
Morgan Stanley
New York
$5.65K +$2.72K +98 +96%
CWC
36
Carolinas Wealth Consulting
North Carolina
$5.06K -$914 -33 -15%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
APW
38
Aventura Private Wealth
Florida
$2.83K +$2.77K +100 New
CWP
39
Concord Wealth Partners
Virginia
$1.41K – – –
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.41K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.33K -$1.77M -63,750 -100%
OMC
42
Old Mission Capital
Illinois
– -$417K -16,377 Closed
CA
43
Claro Advisors
Massachusetts
– -$293K -11,537 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$263K -10,348 Closed
UBS Group
45
UBS Group
Switzerland
– -$16K -630 Closed
NP
46
NorthRock Partners
Minnesota
– -$2.26K -89 Closed
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
– -$1.68K -66 Closed
CPA
48
Clear Point Advisors
New York
– -$254 -10 Closed
1
2

WCBR Hedge Fund Activity: Q4 2024 in Review

41 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q4 2024, worth a combined $50.1M — up 28% from $39.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WCBR and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Demars Financial Group, adding an estimated $8.96M. The largest seller was Jane Street, cutting an estimated $5.27M.

  • 41 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q4 2024, down from 43 in Q3 2024.
  • Funds reported $50.1M of WisdomTree Cybersecurity Fund stock for Q4 2024, up 28% quarter-over-quarter.
  • 5 funds opened new WisdomTree Cybersecurity Fund positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q4 2024 was Demars Financial Group, an estimated $8.96M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q4 2024 was Jane Street, an estimated $5.27M sold.

Based on aggregated 13F filings for Q4 2024.