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WCBR

WisdomTree Cybersecurity Fund

27 hedge funds and large institutions have $7.18M invested in WisdomTree Cybersecurity Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

15% more capital invested

Capital invested by funds: $6.23M → $7.18M (+$951K)

1.57% more ownership

Funds ownership: 19.48%21.05% (+1.6%)

10% less funds holding

Funds holding: 3027 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1
Great Valley Advisor Group
Delaware
$2.09M -$19K -950 -0.9%
PA
2
Procyon Advisors
Connecticut
$1.5M -$152K -7,580 -9%
IAIM
3
International Assets Investment Management
Florida
$544K +$453K +22,589 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$513K +$131K +6,525 +35%
LPL Financial
5
LPL Financial
California
$413K +$12.7K +635 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$352K +$300K +14,992 +675%
SRSA
7
S.R. Schill & Associates
Washington
$283K +$17.3K +862 +7%
FTUS
8
Flow Traders U.S.
New York
$278K -$124K -6,205 -31%
CA
9
Claro Advisors
Massachusetts
$274K -$601 -30 -0.2%
HHGA
10
Halbert Hargrove Global Advisors
California
$213K
NFG
11
Nations Financial Group
Iowa
$204K
S
12
SignatureFD
Georgia
$98.1K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$91K
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$68.4K
BLC
15
Brown, Lisle/Cummings
Rhode Island
$56.2K
BWM
16
Baystate Wealth Management
Massachusetts
$54K +$31.5K +1,574 +147%
Bank of America
17
Bank of America
North Carolina
$45K +$22.4K +1,116 +103%
RA
18
Rise Advisors
New York
$32.7K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$15.3K
DWMG
20
DB Wealth Management Group
California
$13.9K +$13.6K +680 New
HCM
21
Hollencrest Capital Management
California
$8.48K
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$8.17K
CFD
23
Creative Financial Designs
Indiana
$5.41K -$13.5K -676 -72%
CWC
24
Carolinas Wealth Consulting
North Carolina
$4.15K +$4.27K +213 New
MSFP
25
Mark Sheptoff Financial Planning
Connecticut
$4.09K

WCBR Hedge Fund Activity: Q3 2023 in Review

27 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q3 2023, worth a combined $7.18M — up 15% from $6.23M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WCBR and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $453K. The largest seller was Procyon Advisors, cutting an estimated $152K.

  • 27 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q3 2023, down from 30 in Q2 2023.
  • Funds reported $7.18M of WisdomTree Cybersecurity Fund stock for Q3 2023, up 15% quarter-over-quarter.
  • 3 funds opened new WisdomTree Cybersecurity Fund positions in Q3 2023 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q3 2023 was International Assets Investment Management, an estimated $453K added.
  • The largest WisdomTree Cybersecurity Fund seller in Q3 2023 was Procyon Advisors, an estimated $152K sold.

Based on aggregated 13F filings for Q3 2023.