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 48 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $65.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,645
shares
|
$76,916
0.0% of portfolio
|
Q3 2023
Added 146.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,319
shares
|
$67,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,874
shares
|
$54,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,654
shares
|
$48,098
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,602
shares
|
$46,586
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
|
$43,998
0.02% of portfolio
|
Q4 2023
Added 122.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,200
shares
|
$34,896
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
991
shares
|
$28,818
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
690
shares
|
$20,065
0.0% of portfolio
|
Q1 2025
Reduced 82.45%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
500
shares
|
$14,540
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
400
shares
|
$11,632
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
335
shares
|
$9,741
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
285
shares
|
$8,287
0.0% of portfolio
|
Q2 2024
Reduced 31.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
249
shares
|
$7,240
0.0% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
213
shares
|
$6,194
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
200
shares
|
$5,816
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
100
shares
|
$2,908
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
98
shares
|
$2,849
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
50
shares
|
$1,454
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
50
shares
|
$1,454
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
47
shares
|
$1,366
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20
shares
|
$581
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|