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WCBR

WisdomTree Cybersecurity Fund

34 hedge funds and large institutions have $4.78M invested in WisdomTree Cybersecurity Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

21% more funds holding

Funds holding: 2834 (+6)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.35% more ownership

Funds ownership: 18%18.35% (+0.35%)

13% less capital invested

Capital invested by funds: $5.5M → $4.78M (-$722K)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Procyon Advisors
Connecticut
$1.24M +$44.6K +2,767 +4%
Jane Street
2
Jane Street
New York
$639K +$159K +9,881 +31%
FTUS
3
Flow Traders U.S.
New York
$539K -$228K -14,113 -29%
Citadel Advisors
4
Citadel Advisors
Florida
$335K +$168K +10,396 +90%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$311K +$20.8K +1,291 +7%
CA
6
Claro Advisors
Massachusetts
$285K -$16K -995 -5%
LPL Financial
7
LPL Financial
California
$224K +$237K +14,700 New
IA
8
Insight Advisors
Pennsylvania
$168K -$208K -12,880 -54%
CW
9
CIC Wealth
Maryland
$166K +$176K +10,890 New
HHGA
10
Halbert Hargrove Global Advisors
California
$153K +$162K +10,058 New
NFG
11
Nations Financial Group
Iowa
$152K +$161K +10,000 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$90K -$150K -9,318 -61%
IA
13
IFP Advisors
Florida
$86K +$1.06K +66 +2%
S
14
SignatureFD
Georgia
$77.7K +$3.92K +243 +5%
UBS Group
15
UBS Group
Switzerland
$51.8K -$48.5K -3,005 -47%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$51K
BLC
17
Brown, Lisle/Cummings
Rhode Island
$41.9K
US Bancorp
18
US Bancorp
Minnesota
$30.5K
RA
19
Rise Advisors
New York
$24.4K -$11.3K -700 -30%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$19K +$18.6K +1,155 +1,155%
HNWAG
21
High Net Worth Advisory Group
Florida
$15.2K
BWM
22
Baystate Wealth Management
Massachusetts
$15K +$16 +1 +0.1%
Bank of America
23
Bank of America
North Carolina
$12.5K +$13.3K +823 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$11.4K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$11K +$12.1K +750 New

WCBR Hedge Fund Activity: Q4 2022 in Review

34 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q4 2022, worth a combined $4.78M — down 13% from $5.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WCBR positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $237K. The largest seller was S.R. Schill & Associates, exiting entirely with an estimated $255K sold.

  • 34 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q4 2022, up from 28 in Q3 2022.
  • Funds reported $4.78M of WisdomTree Cybersecurity Fund stock for Q4 2022, down 13% quarter-over-quarter.
  • 10 funds opened new WisdomTree Cybersecurity Fund positions in Q4 2022 and 3 closed out, a net change of +7 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q4 2022 was LPL Financial, an estimated $237K added.
  • The largest WisdomTree Cybersecurity Fund seller in Q4 2022 was S.R. Schill & Associates, an estimated $255K sold.

Based on aggregated 13F filings for Q4 2022.