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WCBR Institutional Ownership

WisdomTree Cybersecurity Fund
1W: +4.9% 1M: +19.6% 3M: +21.1% YTD: +71.3% 1Y: +47.6% 3Y: +131.5% 5Y: +70.1%
$46.64
+0.48 (+1.05%)
 
Weekly Expected Move ±6.5%
$41 $44 $47 $50 $53
ETF NASDAQ · AUM $222.9M

Institutional Ownership — WCBR

58
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
21M
Total Invested
11
New Positions
11
Increased
15
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (66 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Procyon Advisors, LLC 85,708 4M -1,036 -1.2% 17Q SEC ↗
2 BANK OF AMERICA CORP /DE 62,258 3M -32,621 -34.4% 15Q SEC ↗
3 LPL Financial LLC 60,753 3M -15,332 -20.2% 15Q SEC ↗
4 Sunbelt Securities, Inc. 56,747 3M -21,970 -27.9% 3Q SEC ↗
5 GTS SECURITIES LLC 51,402 2M +28,477 +124.2% 2Q SEC ↗
6 CITADEL ADVISORS LLC 35,301 2M -6,770 -16.1% 5Q SEC ↗
7 HighTower Advisors, LLC 33,533 2M -15,219 -31.2% 5Q SEC ↗
8 Quadrature Capital Ltd 20,251 945K +5,530 +37.6% 2Q SEC ↗
9 Bison Wealth, LLC 19,845 926K -564 -2.8% 3Q SEC ↗
10 CREATIVE FINANCIAL DESIGNS INC /ADV 19,410 905K +3,067 +18.8% 6Q SEC ↗
11 Cetera Investment Advisers 18,576 866K +2,690 +16.9% 6Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 17,634 822K +943 +5.6% 11Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 15,479 722K +930 +6.4% 3Q SEC ↗
14 Summit Financial, LLC 12,931 603K -74 -0.6% 4Q SEC ↗
15 Elevate Capital Advisors, LLC NEW 11,055 516K — +0.0% 1Q SEC ↗
16 Creative Planning NEW 10,187 475K — +0.0% 1Q SEC ↗
17 JANE STREET GROUP, LLC 9,733 454K -8,205 -45.7% 3Q SEC ↗
18 Regal Investment Advisors LLC NEW 9,359 437K — +0.0% 1Q SEC ↗
19 Rockefeller Capital Management L.P. 9,226 430K +1,023 +12.5% 4Q SEC ↗
20 HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,610 402K — +0.0% 15Q SEC ↗
21 BROWN, LISLE/CUMMINGS, INC. 7,450 347K — +0.0% 19Q SEC ↗
22 Kuhn & Co Investment Counsel NEW 6,952 324K — +0.0% 1Q SEC ↗
23 FLOW TRADERS U.S. LLC NEW 6,917 323K — +0.0% 1Q SEC ↗
24 Meridian Financial Advisors, LLC NEW 6,670 311K — +0.0% 1Q SEC ↗
25 Atria Investments, Inc NEW 6,459 301K — +0.0% 1Q SEC ↗
26 Smartleaf Asset Management LLC 6,393 298K — +0.0% 11Q SEC ↗
27 Oxinas Partners, LLC NEW 6,168 288K — +0.0% 1Q SEC ↗
28 OSAIC HOLDINGS, INC. 5,807 271K -4 -0.1% 22Q SEC ↗
29 SIGNATUREFD, LLC 2,700 126K — +0.0% 21Q SEC ↗
30 PNC Financial Services Group, Inc. 1,800 84K — +0.0% 15Q SEC ↗
31 IFP Advisors, Inc 1,654 77K — +0.0% 6Q SEC ↗
32 BOKF, NA 1,000 47K — +0.0% 4Q SEC ↗
33 Parallel Advisors, LLC 991 46K — +0.0% 10Q SEC ↗
34 BARTLETT & CO. WEALTH MANAGEMENT LLC NEW 800 37K — +0.0% 1Q SEC ↗
35 NewEdge Advisors, LLC 600 28K — +0.0% 11Q SEC ↗
36 Cedar Mountain Advisors, LLC 500 23K — +0.0% 10Q SEC ↗
37 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 400 19K — +0.0% 18Q SEC ↗
38 Ares Financial Consulting, LLC 379 18K +75 +24.7% 3Q SEC ↗
39 HARBOUR INVESTMENTS, INC. 370 17K — +0.0% 2Q SEC ↗
40 LANARK FINANCIAL, INC. 313 15K — +0.0% 3Q SEC ↗
41 SIMPLEX TRADING, LLC 301 14K +299 +14950.0% 2Q SEC ↗
42 FMR LLC 295 14K +81 +37.9% 10Q SEC ↗
43 Farther Finance Advisors, LLC 294 14K — +0.0% 3Q SEC ↗
44 HOLLENCREST CAPITAL MANAGEMENT 285 13K — +0.0% 15Q SEC ↗
45 EVOLUTION WEALTH MANAGEMENT INC. 202 9K — +0.0% 5Q SEC ↗
46 MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 9K — +0.0% 22Q SEC ↗
47 JPMORGAN CHASE & CO NEW 190 9K — +0.0% 1Q SEC ↗
48 Steward Partners Investment Advisory, 100 5K — +0.0% 11Q SEC ↗
49 Aventura Private Wealth, LLC 100 5K — +0.0% 7Q SEC ↗
50 MORGAN STANLEY 100 5K -1 -1.0% 11Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
GTS SECURITIES LLC +28,477 +124.2% 51,402
Quadrature Capital Ltd +5,530 +37.6% 20,251
CREATIVE FINANCIAL DESIGNS INC /ADV +3,067 +18.8% 19,410
Cetera Investment Advisers +2,690 +16.9% 18,576
Rockefeller Capital Management L.P. +1,023 +12.5% 9,226
ENVESTNET ASSET MANAGEMENT INC +943 +5.6% 17,634
RAYMOND JAMES FINANCIAL INC +930 +6.4% 15,479
SIMPLEX TRADING, LLC +299 +14950.0% 301
FMR LLC +81 +37.9% 295
Ares Financial Consulting, LLC +75 +24.7% 379
Strategic Wealth Partners, Ltd. +16 +400.0% 20
Biggest Decreases (11)
HolderReducedChange %Total Shares
BANK OF AMERICA CORP /DE -32,621 -34.4% 62,258
Sunbelt Securities, Inc. -21,970 -27.9% 56,747
LPL Financial LLC -15,332 -20.2% 60,753
HighTower Advisors, LLC -15,219 -31.2% 33,533
JANE STREET GROUP, LLC -8,205 -45.7% 9,733
CITADEL ADVISORS LLC -6,770 -16.1% 35,301
Procyon Advisors, LLC -1,036 -1.2% 85,708
Bison Wealth, LLC -564 -2.8% 19,845
Summit Financial, LLC -74 -0.6% 12,931
OSAIC HOLDINGS, INC. -4 -0.1% 5,807
MORGAN STANLEY -1 -1.0% 100

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms