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WCBR

WisdomTree Cybersecurity Fund

43 hedge funds and large institutions have $39.1M invested in WisdomTree Cybersecurity Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $22.5M → $39.1M (+$16.6M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

12.13% more ownership

Funds ownership: 24.08%36.22% (+12%)

10% less funds holding

Funds holding: 4843 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$17.9M +$17.2M +687,217 +4,677%
Jane Street
2
Jane Street
New York
$5.3M +$2.54M +101,959 +96%
PA
3
Procyon Advisors
Connecticut
$2.48M +$16.5K +660 +0.7%
LPL Financial
4
LPL Financial
California
$2.14M -$37.6K -1,507 -2%
NA
5
NewEdge Advisors
Louisiana
$2.11M +$96.9K +3,883 +5%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$1.61M +$1.59M +63,750 +135,638%
FTUS
7
Flow Traders U.S.
New York
$1.15M +$730K +29,244 +184%
Bank of America
8
Bank of America
North Carolina
$1.1M +$86.1K +3,451 +9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$873K +$90.1K +3,610 +12%
DFG
10
Demars Financial Group
Washington
$565K +$13.1K +524 +2%
NL
11
NWAM LLC
Washington
$483K +$474K +18,984 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$433K -$60.7K -2,433 -13%
OMC
13
Old Mission Capital
Illinois
$417K -$3.05M -122,154 -88%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$410K +$165K +6,619 +70%
Osaic Holdings
15
Osaic Holdings
Arizona
$351K -$47.6K -1,907 -12%
CA
16
Claro Advisors
Massachusetts
$293K -$67K -2,683 -19%
NFG
17
Nations Financial Group
Iowa
$267K
Citadel Advisors
18
Citadel Advisors
Florida
$263K +$258K +10,348 New
HHGA
19
Halbert Hargrove Global Advisors
California
$229K -$6.96K -279 -3%
BLC
20
Brown, Lisle/Cummings
Rhode Island
$190K
BWL
21
Bogart Wealth LLC
Virginia
$156K -$127K -5,096 -45%
SAM
22
Smartleaf Asset Management
Massachusetts
$131K +$225 +9 +0.2%
JP Morgan Chase
23
JP Morgan Chase
New York
$87.3K +$37.8K +1,513 +79%
S
24
SignatureFD
Georgia
$68.7K
RA
25
Rise Advisors
New York
$40.7K

WCBR Hedge Fund Activity: Q3 2024 in Review

43 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q3 2024, worth a combined $39.1M — up 74% from $22.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WCBR and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was Smith Anglin Financial, adding an estimated $17.2M. The largest seller was Old Mission Capital, cutting an estimated $3.05M.

  • 43 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q3 2024, down from 48 in Q2 2024.
  • Funds reported $39.1M of WisdomTree Cybersecurity Fund stock for Q3 2024, up 74% quarter-over-quarter.
  • 3 funds opened new WisdomTree Cybersecurity Fund positions in Q3 2024 and 8 closed out, a net change of -5 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q3 2024 was Smith Anglin Financial, an estimated $17.2M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q3 2024 was Old Mission Capital, an estimated $3.05M sold.

Based on aggregated 13F filings for Q3 2024.