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WCBR

WisdomTree Cybersecurity Fund

41 hedge funds and large institutions have $50.1M invested in WisdomTree Cybersecurity Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $39.1M → $50.1M (+$10.9M)

7.65% more ownership

Funds ownership: 36.22%43.87% (+7.7%)

5% less funds holding

Funds holding: 4341 (-2)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$21.1M +$1.27M +45,733 +7%
DFG
2
Demars Financial Group
Washington
$12.2M +$8.96M +323,223 +1,456%
PA
3
Procyon Advisors
Connecticut
$2.72M -$35.8K -1,293 -1%
NA
4
NewEdge Advisors
Louisiana
$2.44M +$91.9K +3,316 +4%
LPL Financial
5
LPL Financial
California
$2.04M -$328K -11,840 -14%
GC
6
Grange Capital
Oregon
$1.91M +$1.87M +67,596 New
FTUS
7
Flow Traders U.S.
New York
$1.27M -$1.86K -67 -0.1%
Bank of America
8
Bank of America
North Carolina
$1.07M -$146K -5,284 -12%
NL
9
NWAM LLC
Washington
$724K +$184K +6,642 +35%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$593K -$369K -13,325 -39%
Jane Street
11
Jane Street
New York
$518K -$5.27M -190,011 -91%
AA
12
Armis Advisers
Georgia
$518K +$508K +18,341 New
Osaic Holdings
13
Osaic Holdings
Arizona
$466K +$75K +2,705 +20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$465K -$16.3K -587 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$275K -$176K -6,361 -40%
NFG
16
Nations Financial Group
Iowa
$268K -$27.7K -1,000 -10%
HHGA
17
Halbert Hargrove Global Advisors
California
$253K -$1.64K -59 -0.7%
IAIM
18
International Assets Investment Management
Florida
$215K +$209K +7,550 New
BLC
19
Brown, Lisle/Cummings
Rhode Island
$211K
BWL
20
Bogart Wealth LLC
Virginia
$173K
SAM
21
Smartleaf Asset Management
Massachusetts
$142K -$5.32K -192 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$111K +$13.9K +501 +15%
S
23
SignatureFD
Georgia
$76.3K
Creative Planning
24
Creative Planning
Kansas
$70.7K +$69.3K +2,501 New
RA
25
Rise Advisors
New York
$45.3K +$28 +1 +0.1%

WCBR Hedge Fund Activity: Q4 2024 in Review

41 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cybersecurity Fund (WCBR) for Q4 2024, worth a combined $50.1M — up 28% from $39.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WCBR and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Demars Financial Group, adding an estimated $8.96M. The largest seller was Jane Street, cutting an estimated $5.27M.

  • 41 institutional investors held WisdomTree Cybersecurity Fund (WCBR) as of Q4 2024, down from 43 in Q3 2024.
  • Funds reported $50.1M of WisdomTree Cybersecurity Fund stock for Q4 2024, up 28% quarter-over-quarter.
  • 5 funds opened new WisdomTree Cybersecurity Fund positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Cybersecurity Fund buyer in Q4 2024 was Demars Financial Group, an estimated $8.96M added.
  • The largest WisdomTree Cybersecurity Fund seller in Q4 2024 was Jane Street, an estimated $5.27M sold.

Based on aggregated 13F filings for Q4 2024.