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 43 institutions that hold shares in the stock, with a total of 1.68 Million shares, which have been reported (via 13F filing form) to have a value of $47.8 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 |
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,602
shares
|
$45,496
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
|
$42,969
0.02% of portfolio
|
Q4 2023
Added 122.5%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
991
shares
|
$28,144
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
750
shares
|
$21,300
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$14,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
400
shares
|
$11,360
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
285
shares
|
$8,094
0.0% of portfolio
|
Q2 2024
Reduced 31.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
275
shares
|
$7,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
211
shares
|
$5,992
0.0% of portfolio
|
Q1 2024
Reduced 32.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
200
shares
|
$5,680
0.0% of portfolio
|
Q4 2024
Added 96.08%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
200
shares
|
$5,680
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
180
shares
|
$5,112
0.0% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
98
shares
|
$2,783
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
50
shares
|
$1,420
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$1,420
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
47
shares
|
$1,334
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20
shares
|
$568
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|