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WCBR

WisdomTree Cybersecurity Fund

52 hedge funds and large institutions have $25.2M invested in WisdomTree Cybersecurity Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

112% more capital invested

Capital invested by funds: $11.9M → $25.2M (+$13.3M)

53% more funds holding

Funds holding: 3452 (+18)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

0.58% less ownership

Funds ownership: 24.03%23.45% (-0.58%)

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$6.65M +$6.16M +235,321 +973%
GVAG
2
Great Valley Advisor Group
Delaware
$2.68M +$73.9K +2,821 +3%
LPL Financial
3
LPL Financial
California
$2.17M +$1.2M +45,834 +118%
PA
4
Procyon Advisors
Connecticut
$2.16M +$308K +11,764 +16%
FTUS
5
Flow Traders U.S.
New York
$1.51M +$1.1M +41,875 +243%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.22M +$195K +7,456 +19%
Bank of America
7
Bank of America
North Carolina
$802K +$770K +29,387 +1,557%
Osaic Holdings
8
Osaic Holdings
Arizona
$697K -$201K -7,663 -22%
Two Sigma Investments
9
Two Sigma Investments
New York
$654K +$668K +25,500 New
Citadel Advisors
10
Citadel Advisors
Florida
$532K +$543K +20,733 New
SRSA
11
S.R. Schill & Associates
Washington
$520K +$70.9K +2,706 +15%
DFG
12
Demars Financial Group
Washington
$478K +$488K +18,635 New
OMC
13
Old Mission Capital
Illinois
$460K +$469K +17,926 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$438K -$8.93K -341 -2%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$406K +$415K +15,841 New
CA
16
Claro Advisors
Massachusetts
$368K +$17.8K +678 +5%
IAIM
17
International Assets Investment Management
Florida
$319K -$13.1K -500 -4%
BWL
18
Bogart Wealth LLC
Virginia
$288K +$294K +11,223 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$282K +$288K +10,999 New
NFG
20
Nations Financial Group
Iowa
$269K +$13.1K +500 +5%
SAF
21
Smith Anglin Financial
Texas
$247K +$252K +9,629 New
HHGA
22
Halbert Hargrove Global Advisors
California
$246K
BI
23
Bramshill Investments
Florida
$244K +$249K +9,500 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$238K -$6.65K -254 -3%
CA
25
Cetera Advisors
Colorado
$226K +$231K +8,833 New

WCBR Hedge Fund Activity: Q1 2024 in Review

52 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q1 2024, worth a combined $25.2M — up 112% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WCBR positions and 2 closed out — a net gain of 20 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $6.16M. The largest seller was Concurrent Investment Advisors, exiting entirely with an estimated $481K sold.

  • 52 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q1 2024, up from 34 in Q4 2023.
  • Funds reported $25.2M of WisdomTree Cybersecurity Fund stock for Q1 2024, up 112% quarter-over-quarter.
  • 22 funds opened new WisdomTree Cybersecurity Fund positions in Q1 2024 and 2 closed out, a net change of +20 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q1 2024 was Jane Street, an estimated $6.16M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q1 2024 was Concurrent Investment Advisors, an estimated $481K sold.

Based on aggregated 13F filings for Q1 2024.