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WCBR

WisdomTree Cybersecurity Fund

30 hedge funds and large institutions have $6.23M invested in WisdomTree Cybersecurity Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

30% more capital invested

Capital invested by funds: $4.78M → $6.23M (+$1.45M)

15% more funds holding

Funds holding: 2630 (+4)

3.36% more ownership

Funds ownership: 16.12%19.48% (+3.4%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1
Great Valley Advisor Group
Delaware
$2M +$1.9M +103,311 New
PA
2
Procyon Advisors
Connecticut
$1.57M -$19K -1,031 -1%
FTUS
3
Flow Traders U.S.
New York
$384K -$681K -37,029 -65%
LPL Financial
4
LPL Financial
California
$380K +$93.4K +5,078 +35%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$360K +$4.19K +228 +1%
CA
6
Claro Advisors
Massachusetts
$260K -$22.7K -1,235 -8%
SRSA
7
S.R. Schill & Associates
Washington
$252K +$239K +13,002 New
HHGA
8
Halbert Hargrove Global Advisors
California
$201K
NFG
9
Nations Financial Group
Iowa
$194K
S
10
SignatureFD
Georgia
$93K -$5.52K -300 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$87K +$5.48K +298 +7%
UBS Group
12
UBS Group
Switzerland
$80.6K +$40K +2,176 +110%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$64.9K
BLC
14
Brown, Lisle/Cummings
Rhode Island
$53.3K
Osaic Holdings
15
Osaic Holdings
Arizona
$43K +$31.3K +1,700 +326%
US Bancorp
16
US Bancorp
Minnesota
$38.7K
RA
17
Rise Advisors
New York
$31K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$22K -$88.5K -4,809 -81%
Bank of America
19
Bank of America
North Carolina
$21K -$36.9K -2,005 -65%
BWM
20
Baystate Wealth Management
Massachusetts
$20.7K +$1.47K +80 +8%
CFD
21
Creative Financial Designs
Indiana
$18.2K +$17.3K +941 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$14.5K
AWM
23
Avior Wealth Management
Nebraska
$10.4K -$184 -10 -2%
HCM
24
Hollencrest Capital Management
California
$8.04K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$7.75K

WCBR Hedge Fund Activity: Q2 2023 in Review

30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q2 2023, worth a combined $6.23M — up 30% from $4.78M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WCBR positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $1.9M. The largest seller was Flow Traders U.S., cutting an estimated $681K.

  • 30 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q2 2023, up from 26 in Q1 2023.
  • Funds reported $6.23M of WisdomTree Cybersecurity Fund stock for Q2 2023, up 30% quarter-over-quarter.
  • 5 funds opened new WisdomTree Cybersecurity Fund positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q2 2023 was Great Valley Advisor Group, an estimated $1.9M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q2 2023 was Flow Traders U.S., an estimated $681K sold.

Based on aggregated 13F filings for Q2 2023.