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 49 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 $41.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,645
shares
|
$69,404
0.0% of portfolio
|
Q3 2023
Added 146.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,918
shares
|
$50,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,601
shares
|
$42,010
0.02% of portfolio
|
Q4 2022
Reduced 30.42%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,513
shares
|
$39,701
0.02% of portfolio
|
Q4 2023
Added 122.5%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
991
shares
|
$26,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
750
shares
|
$19,680
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$13,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
400
shares
|
$10,496
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
285
shares
|
$7,478
0.0% of portfolio
|
Q2 2024
Reduced 31.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
275
shares
|
$7,216
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
214
shares
|
$5,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
213
shares
|
$5,589
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
211
shares
|
$5,536
0.0% of portfolio
|
Q1 2024
Reduced 32.15%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
200
shares
|
$5,248
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
102
shares
|
$2,676
0.0% of portfolio
|
Q2 2024
Added 10100.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
98
shares
|
$2,571
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
66
shares
|
$1,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
50
shares
|
$1,312
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
50
shares
|
$1,312
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
47
shares
|
$1,233
0.0% of portfolio
|
Q2 2024
Reduced 99.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20
shares
|
$524
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
19
shares
|
$498
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
10
shares
|
$262
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
|