Institutional Ownership Wisdomtree Tr Cybersecurity Fu (WCBR)
This table provides information about the institutional ownership of Wisdomtree Tr Cybersecurity Fu (WCBR). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 1.57 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,700
shares
|
$76,140
0.0% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,645
shares
|
$74,589
0.0% of portfolio
|
Q3 2023
Added 146.97%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,602
shares
|
$45,176
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,513
shares
|
$42,666
0.02% of portfolio
|
Q4 2023
Added 122.5%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
990
shares
|
$27,918
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
750
shares
|
$21,150
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
630
shares
|
$17,766
0.0% of portfolio
|
Q3 2024
Reduced 89.74%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$14,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
400
shares
|
$11,280
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
285
shares
|
$8,037
0.0% of portfolio
|
Q2 2024
Reduced 31.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
275
shares
|
$7,755
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
213
shares
|
$6,006
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
211
shares
|
$5,950
0.0% of portfolio
|
Q1 2024
Reduced 32.15%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
200
shares
|
$5,640
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
102
shares
|
$2,876
0.0% of portfolio
|
Q2 2024
Added 10100.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
98
shares
|
$2,763
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
66
shares
|
$1,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
50
shares
|
$1,410
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
50
shares
|
$1,410
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20
shares
|
$564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
10
shares
|
$282
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|