Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Cybersecurity Fu (WCBR)
This table provides information about the institutional ownership of Wisdomtree Tr Cybersecurity Fu (WCBR) during Q4 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CYBERSECURITY FU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
307K+ 1360.05% |
$5.88M - $7.91M
|
330K
$9.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.2KNew |
$463K - $623K
|
24.2K
$705K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19KNew |
$363K - $489K
|
19K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 91.85% |
$356K - $478K
|
38.8K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 102.32% |
$337K - $454K
|
34.8K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.2K+ 36580.85% |
$329K - $443K
|
17.2K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8K+ 58.92% |
$283K - $381K
|
39.9K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.54KNew |
$183K - $246K
|
9.54K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.01KNew |
$115K - $155K
|
6.01K
$175K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.71K+ 26.77% |
$71K - $95.6K
|
17.6K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.59K+ 26.34% |
$68.6K - $92.3K
|
17.2K
$501K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2K+ 72.73% |
$38.3K - $51.5K
|
4.75K
$138K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
833+ 122.5% |
$15.9K - $21.4K
|
1.51K
$44.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
802+ 73.92% |
$15.4K - $20.7K
|
1.89K
$54.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600New |
$11.5K - $15.5K
|
600
$17.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
311New |
$5.95K - $8.01K
|
311
$9.06K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
265+ 1.98% |
$5.07K - $6.82K
|
13.7K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
77New |
$1.47K - $1.98K
|
77
$2.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.1 - $25.8
|
1
$29.1
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101- 99.02% |
$1.93K - $2.6K
|
1
$29.1
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-125- 47.17% |
$2.39K - $3.22K
|
140
$4.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-683- 0.67% |
$13.1K - $17.6K
|
102K
$2.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-804- 7.73% |
$15.4K - $20.7K
|
9.6K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.06K- 1.44% |
$20.3K - $27.3K
|
72.6K
$2.11M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-317K- 96.06% |
$6.06M - $8.16M
|
13K
$379K
|