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WCBR

WisdomTree Cybersecurity Fund

26 hedge funds and large institutions have $4.78M invested in WisdomTree Cybersecurity Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0% less capital invested

Capital invested by funds: $4.78M → $4.78M (-$4.05K)

2.23% less ownership

Funds ownership: 18.35%16.12% (-2.2%)

24% less funds holding

Funds holding: 3426 (-8)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
26
Holders Change
-8
Holders Change %
-23.53%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Procyon Advisors
Connecticut
$1.51M +$17.7K +1,040 +1%
FTUS
2
Flow Traders U.S.
New York
$1.05M +$365K +21,465 +61%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$338K -$35.4K -2,085 -10%
CA
4
Claro Advisors
Massachusetts
$270K -$69K -4,063 -22%
LPL Financial
5
LPL Financial
California
$267K -$3.13K -184 -1%
Jane Street
6
Jane Street
New York
$210K -$519K -30,543 -73%
HHGA
7
Halbert Hargrove Global Advisors
California
$191K +$5.84K +344 +3%
NFG
8
Nations Financial Group
Iowa
$184K
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$132K +$121K +7,139 +15,189%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$109K
S
11
SignatureFD
Georgia
$93.8K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$77K +$49.5K +2,915 +232%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$61.6K
Bank of America
14
Bank of America
North Carolina
$56.9K +$38.5K +2,267 +275%
BLC
15
Brown, Lisle/Cummings
Rhode Island
$50.6K
US Bancorp
16
US Bancorp
Minnesota
$36.8K
UBS Group
17
UBS Group
Switzerland
$36.5K -$24K -1,415 -42%
RA
18
Rise Advisors
New York
$29.5K
BWM
19
Baystate Wealth Management
Massachusetts
$18.2K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$13.8K
AWM
21
Avior Wealth Management
Nebraska
$10.1K +$9.32K +549 New
Osaic Holdings
22
Osaic Holdings
Arizona
$9.6K
HCM
23
Hollencrest Capital Management
California
$7.64K -$170 -10 -2%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$7.36K
MSFP
25
Mark Sheptoff Financial Planning
Connecticut
$3.68K

WCBR Hedge Fund Activity: Q1 2023 in Review

26 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q1 2023, worth a combined $4.78M — down 0.08% from $4.78M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WCBR and 1 opened new positions — a net loss of 8 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., adding an estimated $365K. The largest seller was Jane Street, cutting an estimated $519K.

  • 26 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q1 2023, down from 34 in Q4 2022.
  • Funds reported $4.78M of WisdomTree Cybersecurity Fund stock for Q1 2023, down 0.08% quarter-over-quarter.
  • 1 fund opened new WisdomTree Cybersecurity Fund positions in Q1 2023 and 9 closed out, a net change of -8 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q1 2023 was Flow Traders U.S., an estimated $365K added.
  • The largest WisdomTree Cybersecurity Fund seller in Q1 2023 was Jane Street, an estimated $519K sold.

Based on aggregated 13F filings for Q1 2023.