Skip to content
Disclosery

WCBR WISDOMTREE TR

Follow

CYBERSECURITY FD (fund)

43 managers (43 13F filers) reported a position in WCBR shares at 2024-12-31, 1,684,904 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
43
13F filers
43
New
2
Added
10
Reduced
13
Sold out
7
Shares held by filers
1,684,904

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Smith Anglin Financial, LLC747,643$21.1M1.98%+45,73313F-HRTimeline
Procyon Advisors, LLC96,169$2.72M0.17%-1,29313F-HRTimeline
NewEdge Advisors, LLC86,364$2.44M0.01%+3,31613F-HRTimeline
LPL Financial LLC72,284$2.04M<0.01%-11,84013F-HRTimeline
Grange Capital, LLC67,596$1.91M2%13F-HRTimeline
FLOW TRADERS U.S. LLC45,067$1.27M0.05%-6713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,035$1.07M<0.01%-5,28413F-HRTimelineGroup
NWAM LLC25,626$724K0.04%+6,64213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,985$593K<0.01%-13,32513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,345$518K<0.01%-190,01113F-HRTimelineGroup
Bison Wealth, LLC18,341$518K0.06%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,504$466K<0.01%+2,70513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…16,439$465K<0.01%-58713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,738$275K<0.01%-6,36113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,500$268K0.02%-1,00013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8,947$253K0.01%-5913F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,550$215K0.02%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,450$211K0.06%013F-HRTimeline
Bogart Wealth, LLC6,127$173K0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,983$142K0.01%-19213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,932$111K<0.01%+50113F-HRTimelineGroup
SIGNATUREFD, LLC2,700$76.3K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning2,501$70.7K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC1,602$45.3K0.02%+113F-HRTimeline
Parallel Advisors, LLC991$28K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$21.2K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC500$14.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC407$11.5K<0.01%+213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC400$11.3K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…310$8.76K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT285$8.05K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA275$8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…211$5.96K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY200$5.65K<0.01%+9813F-HR/ATimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$5.65K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC180$5.06K<0.01%-3313F-HRTimeline
CWM, LLCin group CWM, LLC98$3K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC100$2.83K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners50$1.41K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…50$1.41K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/47$1.33K<0.01%-63,75013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC345,422$12.2K+323,22313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.