WisdomTree Cybersecurity Fund (WCBR) Institutional Ownership

$24.06
-0.13 (-0.54%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Cybersecurity Fund (NASDAQ:WCBR)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$11.19M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.26M
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WCBR Institutional Buying and Selling by Quarter

WisdomTree Cybersecurity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Bogart Wealth LLC11,223$288K0.0%N/A0.270%
4/24/2024 Demars Financial Group LLC18,635$478K0.2%N/A0.449%
4/24/2024 Smith Anglin Financial LLC9,629$247K0.0%N/A0.232%
4/23/2024 Nations Financial Group Inc. IA ADV10,500$269K0.0%+5.0%0.253%
4/18/2024 Claro Advisors LLC14,360$368K0.1%+5.0%0.346%
4/16/2024 Procyon Advisors LLC84,364$2.16M0.2%+16.2%2.033%
4/13/2024 Retirement Planning Group LLC15,841$406K0.0%N/A0.378%
4/11/2024 International Assets Investment Management LLC12,500$319K0.0%-3.8%0.298%
4/4/2024 S. R. Schill & Associates20,281$520K0.2%+15.4%0.484%
2/6/2024 Great Valley Advisor Group Inc.101,678$2.58M0.1%-0.7%4.345%
1/30/2024 S. R. Schill & Associates17,575$446K0.2%+26.8%0.810%
1/25/2024 International Assets Investment Management LLC13,000$330K0.0%-42.4%0.616%
1/24/2024 International Assets Investment Management LLC329,810$8.37M0.0%+1,360.0%15.631%
1/24/2024 Halbert Hargrove Global Advisors LLC9,598$243K0.0%-7.7%0.455%
1/18/2024 Procyon Advisors LLC72,600$1.84M0.2%-1.4%3.524%
1/9/2024DB Wealth Management Group LLC1,513$38K0.0%+122.5%0.076%
11/7/2023 Great Valley Advisor Group Inc.102,361$2.09M0.1%-0.9%6.204%
10/26/2023Baystate Wealth Management LLC2,645$54K0.0%+147.0%0.160%
10/24/2023 S. R. Schill & Associates13,864$283K0.1%+6.6%0.840%
10/24/2023 Cambridge Investment Research Advisors Inc.25,119$513K0.0%+35.1%1.522%
10/10/2023 International Assets Investment Management LLC22,589$461K0.0%N/A1.369%
10/10/2023 Procyon Advisors LLC73,661$1.51M0.2%-9.3%4.464%
10/4/2023 International Assets Investment Management LLC22,589$461K0.0%N/A1.369%
8/9/2023Flow Traders U.S. LLC19,818$384K0.0%-65.1%1.201%
8/8/2023 Claro Advisors LLC13,447$260K0.1%-8.4%0.815%
8/3/2023 S. R. Schill & Associates13,002$252K0.1%N/A0.788%
7/31/2023LPL Financial LLC19,594$380K0.0%+35.0%1.188%
7/17/2023 Procyon Advisors LLC81,241$1.57M0.2%-1.3%4.924%
4/17/2023 Claro Advisors LLC14,682$270K0.1%-21.7%0.912%
4/10/2023 Procyon Advisors LLC82,272$1.51M0.3%+1.3%5.110%
3/13/2023 Claro Advisors LLC18,745$285K0.1%-5.0%1.103%
2/21/2023 Insight Advisors LLC PA11,133$168K0.1%-53.6%0.655%
2/8/2023 Cambridge Investment Research Advisors Inc.20,451$311K0.0%+6.7%1.203%
2/7/2023 Nations Financial Group Inc. IA ADV10,000$152K0.0%N/A0.588%
2/7/2023 Benjamin F. Edwards & Company Inc.5,926$90K0.0%-61.1%0.349%
1/30/2023 International Assets Investment Management LLC28,236$249K0.0%N/A1.661%
1/25/2023 Halbert Hargrove Global Advisors LLC10,058$153K0.0%N/A0.592%
1/24/2023 International Assets Investment Management LLC28,236$249K0.0%N/A1.661%
1/19/2023 Procyon Advisors LLC81,232$1.24M0.2%+3.5%4.778%
12/12/2022 Insight Advisors LLC PA24,013$407K0.2%+9.0%1.404%
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11/15/2022Flow Traders U.S. LLC49,495$839K0.0%-41.8%2.894%
11/8/2022 Signaturefd LLC4,857$82K0.0%+34.7%0.284%
10/27/2022 US Bancorp DE2,000$34K0.0%N/A0.117%
10/26/2022 S. R. Schill & Associates15,026$255K0.1%+4.1%0.879%
10/19/2022 Mayflower Financial Advisors LLC78,465$1.33M0.2%N/A4.384%
10/17/2022 Procyon Advisors LLC78,465$1.33M0.3%+1.8%4.384%
8/31/2022 S. R. Schill & Associates14,438$257K0.1%-11.6%0.807%
8/17/2022 International Assets Investment Management LLC15,150$269K0.0%N/A0.846%
8/13/2022Flow Traders U.S. LLC85,034$1.51M0.1%+10.5%4.751%
8/12/2022 Claro Advisors LLC19,740$351K0.1%+18.4%1.103%
8/11/2022 Insight Advisors LLC PA22,028$438K0.1%+11.6%1.231%
8/8/2022Prospera Financial Services Inc2,530$45K0.0%+24.6%0.141%
7/13/2022 Cambridge Investment Research Advisors Inc.18,930$337K0.0%-4.1%1.029%
7/11/2022 Procyon Advisors LLC77,070$1.37M0.3%N/A4.189%
6/2/2022 Insight Advisors LLC PA19,741$489K0.1%N/A0.987%
5/13/2022 Insight Advisors LLC PA19,741$489K0.2%N/A0.987%
5/10/2022Maripau Wealth Management LLC12,234$274K0.2%-29.1%0.612%
5/6/2022 S. R. Schill & Associates16,335$405K0.2%N/A0.817%
5/4/2022Prospera Financial Services Inc2,030$50K0.0%N/A0.102%
5/2/2022National Asset Management Inc.198,317$4.91M0.2%N/A9.916%
5/2/2022 Signaturefd LLC3,606$89K0.0%+20.0%0.180%
4/22/2022 Rise Advisors LLC2,301$57K0.1%N/A0.115%
4/20/2022 Sigma Planning Corp8,877$220K0.0%N/A0.444%
2/15/2022 Claro Advisors LLC16,675$438K0.2%+9.7%1.062%
2/3/2022 Cambridge Investment Research Advisors Inc.16,235$426K0.0%+37.2%1.034%
1/31/2022 CWM LLC3,585$94K0.0%N/A0.228%
1/25/2022 Signaturefd LLC3,006$79K0.0%+100.4%0.191%
11/16/2021 Claro Advisors LLC15,204$392K0.2%N/A0.981%
11/15/2021Flow Traders U.S. LLC22,257$573K0.0%-24.2%1.436%
11/5/2021Advisor Group Holdings Inc.4,450$115K0.0%+15.6%0.325%
11/2/2021 Cambridge Investment Research Advisors Inc.11,837$305K0.0%+24.2%0.864%
10/13/2021 Legacy Advisors LLC10,000$258K0.1%N/A0.730%
8/24/2021Flow Traders U.S. LLC29,355$720K0.0%+66.5%2.406%
8/10/2021 Cambridge Investment Research Advisors Inc.9,531$234K0.0%N/A0.781%
7/31/2021 Arkadios Wealth Advisors3,550$86K0.0%N/A0.291%
5/18/2021Flow Traders U.S. LLC17,634$374K0.0%N/A2.204%
5/18/2021Jane Street Group LLC17,462$370K0.0%N/A2.183%
4/27/2021 CWM LLC3,577$76K0.0%N/A0.447%
(Data available from 1/1/2016 forward)

WCBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WCBR shares?

During the previous two years, 22 institutional investors and hedge funds held shares of WisdomTree Cybersecurity Fund. The most heavily invested institutionals were Great Valley Advisor Group Inc. ($2.58M), Procyon Advisors LLC ($2.16M), Mayflower Financial Advisors LLC ($1.33M), S. R. Schill & Associates ($520K), Cambridge Investment Research Advisors Inc. ($513K), Demars Financial Group LLC ($478K), and Retirement Planning Group LLC ($406K).Learn more on WCBR's institutional investors.

Which institutional investors have been buying WisdomTree Cybersecurity Fund stock?

Of the 20 institutional investors that purchased WisdomTree Cybersecurity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($424.02K), Procyon Advisors LLC ($94.04K), Mayflower Financial Advisors LLC ($78.47K), Insight Advisors LLC PA ($43.75K), S. R. Schill & Associates ($20.87K), Demars Financial Group LLC ($18.64K), and Retirement Planning Group LLC ($15.84K).

How much institutional buying is happening at WisdomTree Cybersecurity Fund?

Institutional investors have bought a total of 767,934 shares in the last 24 months. This purchase volume represents approximately $18.00M in transactions.

Which WisdomTree Cybersecurity Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold WisdomTree Cybersecurity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($72.57K), Insight Advisors LLC PA ($12.88K), International Assets Investment Management LLC ($10.09K), Procyon Advisors LLC ($9.67K), Benjamin F. Edwards & Company Inc. ($9.32K), Claro Advisors LLC ($6.29K), and S. R. Schill & Associates ($1.90K).

How much institutional selling is happening at WisdomTree Cybersecurity Fund?

Institutional investors have sold a total of 125,954 shares in the last 24 months. This volume of shares sold represents approximately $2.76M in transactions.


This page (NASDAQ:WCBR) was last updated on 5/12/2024 by MarketBeat.com Staff

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