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WisdomTree Cybersecurity Fund (WCBR) Institutional Ownership

WisdomTree Cybersecurity Fund logo
$26.29 -0.44 (-1.65%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree Cybersecurity Fund (NASDAQ:WCBR)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$51.90M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.54M
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WCBR Institutional Buying and Selling by Quarter

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WisdomTree Cybersecurity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025 Procyon Advisors LLC93,619$2.54M0.2%-2.7%2.152%
4/10/2025 Smith Anglin Financial LLC1,020,122$27.65M2.9%+36.4%23.451%
2/25/2025Armis Advisers LLC18,341$518K0.1%N/A0.454%
2/17/2025Bank of America Corp DE38,035$1.08M0.0%-12.2%0.941%
2/14/2025Jane Street Group LLC18,345$518K0.0%-91.2%0.454%
2/13/2025Demars Financial Group LLC345,422$9.76M0.0%+1,456.0%8.550%
2/13/2025NewEdge Advisors LLC86,364$2.44M0.0%+4.0%2.138%
2/13/2025Envestnet Asset Management Inc.9,738$275K0.0%-39.5%0.241%
2/12/2025JPMorgan Chase & Co.3,932$111K0.0%+14.6%0.097%
2/11/2025LPL Financial LLC72,284$2.04M0.0%-14.1%1.789%
2/5/2025Nwam LLC25,626$724K0.0%+35.0%0.634%
1/30/2025Nations Financial Group Inc. IA ADV9,500$268K0.0%-9.5%0.235%
1/21/2025Grange Capital LLC67,596$1.91M2.0%N/A1.673%
1/15/2025 Procyon Advisors LLC96,169$2.72M0.2%-1.3%2.504%
1/14/2025 Smith Anglin Financial LLC747,643$21.13M2.0%+6.5%19.470%
1/8/2025International Assets Investment Management LLC7,550$215K0.0%N/A0.197%
12/26/2024JPMorgan Chase & Co.3,431$87K0.0%+78.9%0.085%
11/15/2024Jane Street Group LLC208,356$5.30M0.0%+95.8%5.145%
11/14/2024Flow Traders U.S. LLC45,134$1.15M0.1%+184.0%1.114%
11/12/2024Nwam LLC18,984$483K0.0%N/A0.469%
11/7/2024Claro Advisors LLC11,537$293K0.0%-18.9%0.285%
11/1/2024Demars Financial Group LLC22,199$565K0.3%+2.4%0.548%
10/23/2024Bogart Wealth LLC6,127$156K0.0%-45.4%0.151%
10/17/2024Claro Advisors LLC11,537$293K0.0%-18.9%0.285%
10/11/2024 Procyon Advisors LLC97,462$2.48M0.2%+0.7%2.293%
10/7/2024 Smith Anglin Financial LLC701,910$17.86M1.7%+4,677.2%16.516%
8/16/2024NewEdge Advisors LLC79,165$1.99M0.0%+13,094.2%1.863%
7/30/2024International Assets Investment Management LLC11,100$279K0.0%-11.2%0.266%
7/19/2024Demars Financial Group LLC21,675$545K0.3%+16.3%0.519%
7/16/2024Great Valley Advisor Group Inc.101,606$2.55M0.1%-2.8%2.731%
7/11/2024 Smith Anglin Financial LLC14,693$369K0.0%+52.6%0.395%
5/24/2024Cetera Advisors LLC8,833$226K0.0%N/A0.215%
5/16/2024Jane Street Group LLC259,515$6.65M0.0%+972.6%6.314%
4/26/2024Bogart Wealth LLC11,223$288K0.0%N/A0.270%
4/24/2024Demars Financial Group LLC18,635$478K0.2%N/A0.449%
4/24/2024 Smith Anglin Financial LLC9,629$247K0.0%N/A0.232%
4/23/2024Nations Financial Group Inc. IA ADV10,500$269K0.0%+5.0%0.253%
4/18/2024Claro Advisors LLC14,360$368K0.1%+5.0%0.346%
4/16/2024 Procyon Advisors LLC84,364$2.16M0.2%+16.2%2.033%
4/13/2024 Retirement Planning Group LLC15,841$406K0.0%N/A0.378%
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4/11/2024International Assets Investment Management LLC12,500$319K0.0%-3.8%0.298%
4/4/2024S. R. Schill & Associates20,281$520K0.2%+15.4%0.484%
2/6/2024Great Valley Advisor Group Inc.101,678$2.58M0.1%-0.7%4.345%
1/30/2024S. R. Schill & Associates17,575$446K0.2%+26.8%0.810%
1/25/2024International Assets Investment Management LLC13,000$330K0.0%-42.4%0.616%
1/24/2024International Assets Investment Management LLC329,810$8.37M0.0%+1,360.0%15.631%
1/24/2024Halbert Hargrove Global Advisors LLC9,598$243K0.0%-7.7%0.455%
1/18/2024 Procyon Advisors LLC72,600$1.84M0.2%-1.4%3.524%
1/9/2024DB Wealth Management Group LLC1,513$38K0.0%+122.5%0.076%
11/7/2023Great Valley Advisor Group Inc.102,361$2.09M0.1%-0.9%6.204%
10/26/2023Baystate Wealth Management LLC2,645$54K0.0%+147.0%0.160%
10/24/2023S. R. Schill & Associates13,864$283K0.1%+6.6%0.840%
10/24/2023Cambridge Investment Research Advisors Inc.25,119$513K0.0%+35.1%1.522%
10/10/2023International Assets Investment Management LLC22,589$461K0.0%N/A1.369%
10/10/2023 Procyon Advisors LLC73,661$1.51M0.2%-9.3%4.464%
10/4/2023International Assets Investment Management LLC22,589$461K0.0%N/A1.369%
8/9/2023Flow Traders U.S. LLC19,818$384K0.0%-65.1%1.201%
8/8/2023Claro Advisors LLC13,447$260K0.1%-8.4%0.815%
8/3/2023S. R. Schill & Associates13,002$252K0.1%N/A0.788%
7/31/2023LPL Financial LLC19,594$380K0.0%+35.0%1.188%
7/17/2023 Procyon Advisors LLC81,241$1.57M0.2%-1.3%4.924%
4/17/2023Claro Advisors LLC14,682$270K0.1%-21.7%0.912%
4/10/2023 Procyon Advisors LLC82,272$1.51M0.3%+1.3%5.110%
3/13/2023Claro Advisors LLC18,745$285K0.1%-5.0%1.103%
2/21/2023 Insight Advisors LLC PA11,133$168K0.1%-53.6%0.655%
2/8/2023Cambridge Investment Research Advisors Inc.20,451$311K0.0%+6.7%1.203%
2/7/2023Nations Financial Group Inc. IA ADV10,000$152K0.0%N/A0.588%
2/7/2023Benjamin F. Edwards & Company Inc.5,926$90K0.0%-61.1%0.349%
1/30/2023International Assets Investment Management LLC28,236$249K0.0%N/A1.661%
1/25/2023Halbert Hargrove Global Advisors LLC10,058$153K0.0%N/A0.592%
1/24/2023International Assets Investment Management LLC28,236$249K0.0%N/A1.661%
1/19/2023 Procyon Advisors LLC81,232$1.24M0.2%+3.5%4.778%
12/12/2022 Insight Advisors LLC PA24,013$407K0.2%+9.0%1.404%
11/15/2022Flow Traders U.S. LLC49,495$839K0.0%-41.8%2.894%
11/8/2022Signaturefd LLC4,857$82K0.0%+34.7%0.284%
10/27/2022US Bancorp DE2,000$34K0.0%N/A0.117%
10/26/2022S. R. Schill & Associates15,026$255K0.1%+4.1%0.879%
10/19/2022Mayflower Financial Advisors LLC78,465$1.33M0.2%N/A4.384%
10/17/2022 Procyon Advisors LLC78,465$1.33M0.3%+1.8%4.384%
8/31/2022S. R. Schill & Associates14,438$257K0.1%-11.6%0.807%
8/17/2022International Assets Investment Management LLC15,150$269K0.0%N/A0.846%
8/13/2022Flow Traders U.S. LLC85,034$1.51M0.1%+10.5%4.751%
8/12/2022Claro Advisors LLC19,740$351K0.1%+18.4%1.103%
8/11/2022 Insight Advisors LLC PA22,028$438K0.1%+11.6%1.231%
8/8/2022Prospera Financial Services Inc2,530$45K0.0%+24.6%0.141%
7/13/2022Cambridge Investment Research Advisors Inc.18,930$337K0.0%-4.1%1.029%
7/11/2022 Procyon Advisors LLC77,070$1.37M0.3%N/A4.189%
6/2/2022 Insight Advisors LLC PA19,741$489K0.1%N/A0.987%
5/13/2022 Insight Advisors LLC PA19,741$489K0.2%N/A0.987%
5/10/2022Maripau Wealth Management LLC12,234$274K0.2%-29.1%0.612%
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5/6/2022S. R. Schill & Associates16,335$405K0.2%N/A0.817%
5/4/2022Prospera Financial Services Inc2,030$50K0.0%N/A0.102%
5/2/2022National Asset Management Inc.198,317$4.91M0.2%N/A9.916%
5/2/2022Signaturefd LLC3,606$89K0.0%+20.0%0.180%
4/22/2022Rise Advisors LLC2,301$57K0.1%N/A0.115%
4/20/2022Sigma Planning Corp8,877$220K0.0%N/A0.444%
2/15/2022Claro Advisors LLC16,675$438K0.2%+9.7%1.062%
2/3/2022Cambridge Investment Research Advisors Inc.16,235$426K0.0%+37.2%1.034%
1/31/2022CWM LLC3,585$94K0.0%N/A0.228%
1/25/2022Signaturefd LLC3,006$79K0.0%+100.4%0.191%
(Data available from 1/1/2016 forward)

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WCBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WCBR shares?

During the previous two years, 25 institutional investors and hedge funds held shares of WisdomTree Cybersecurity Fund. The most heavily invested institutionals were Smith Anglin Financial LLC ($27.65M), Demars Financial Group LLC ($9.76M), Great Valley Advisor Group Inc. ($2.55M), Procyon Advisors LLC ($2.54M), NewEdge Advisors LLC ($2.44M), LPL Financial LLC ($2.04M), and Grange Capital LLC ($1.91M).Learn more on WCBR's institutional investors.

Which institutional investors have been buying WisdomTree Cybersecurity Fund stock?

Of the 21 institutional investors that purchased WisdomTree Cybersecurity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smith Anglin Financial LLC ($1.02M), International Assets Investment Management LLC ($359.95K), Demars Financial Group LLC ($345.42K), Jane Street Group LLC ($337.28K), NewEdge Advisors LLC ($81.88K), Grange Capital LLC ($67.60K), and Flow Traders U.S. LLC ($29.24K).

How much institutional buying is happening at WisdomTree Cybersecurity Fund?

Institutional investors have bought a total of 2,371,265 shares in the last 24 months. This purchase volume represents approximately $61.74M in transactions.

Which WisdomTree Cybersecurity Fund major shareholders have been selling company stock?

Of the 12 institutional investors that sold WisdomTree Cybersecurity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($190.01K), Flow Traders U.S. LLC ($37.03K), Procyon Advisors LLC ($13.52K), LPL Financial LLC ($11.84K), International Assets Investment Management LLC ($11.49K), Claro Advisors LLC ($10.66K), and Envestnet Asset Management Inc. ($6.36K).

How much institutional selling is happening at WisdomTree Cybersecurity Fund?

Institutional investors have sold a total of 297,619 shares in the last 24 months. This volume of shares sold represents approximately $7.95M in transactions.



This page (NASDAQ:WCBR) was last updated on 4/16/2025 by MarketBeat.com Staff
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