Wisdomtree Cybersecurity FNDWCBRETF
13F holders, Q4 2024 (December 31)42holders −2
2new positions
7sold out
$28.26avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding Wisdomtree Cybersecurity FND (WCBR) in their 13F filings, down 2 from Q3 2024. 2 opened new positions and 7 sold out. The largest holders were Smith Anglin Financial, LLC ($21.1M), Procyon Advisors, LLC ($2.7M) and NewEdge Advisors, LLC ($2.4M).
- Company
- Wisdomtree Cybersecurity FND
- CUSIP
- 97717Y659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $286K |
| Exits | 7 | $994K |
All 13F filers, Q3 2024 → Q4 2024: 69,050 shares bought and 342,835 shares sold, net −273,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Smith Anglin Financial, LLC | 1.98% | Add +6.5% | 747,643 | $21.1M |
| Procyon Advisors, LLC | 0.17% | Reduce -1.3% | 96,169 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +4.0% | 86,364 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -14.1% | 72,284 | $2.0M |
| Grange Capital, LLC | 2.00% | — | 67,596 | $1.9M |
| Flow Traders U.S. LLC | 0.05% | Reduce -0.1% | 45,067 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 38,035 | $1.1M |
| Nwam LLC | 0.04% | Add +35.0% | 25,626 | $724K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.8% | 20,985 | $593K |
| Jane Street Group, LLC | 0.00% | Reduce -91.2% | 18,345 | $518K |
| Bison Wealth, LLC | 0.06% | — | 18,341 | $518K |
| Osaic Holdings, Inc. | 0.00% | Add +19.6% | 16,504 | $466K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 16,439 | $465K |
| Demars Financial Group, LLC | 0.15% | Reduce -44.9% | 12,223 | $345K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.5% | 9,738 | $275K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -9.5% | 9,500 | $268K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.7% | 8,947 | $253K |
| International Assets Investment Management, LLC | 0.02% | New | 7,550 | $215K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 7,450 | $211K |
| Bogart Wealth, LLC | 0.01% | No change | 6,127 | $173K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.7% | 4,983 | $142K |
| JPMorgan Chase & Co. | 0.00% | Add +14.6% | 3,932 | $111K |
| Signaturefd, LLC | 0.00% | No change | 2,700 | $76K |
| Creative Planning | 0.00% | New | 2,501 | $71K |
| Rise Advisors, LLC | 0.02% | Add +0.1% | 1,602 | $45K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 991 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $21K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 500 | $14K |
| FMR LLC | 0.00% | Add +0.5% | 407 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 400 | $11K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 310 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 285 | $8K |
| Royal Bank of Canada | 0.00% | No change | 275 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 211 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 200 | $6K |
| Morgan Stanley | 0.00% | Add +96.1% | 200 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -15.5% | 180 | $5K |
| Cwm, LLC | 0.00% | No change | 98 | $3K |
| Aventura Private Wealth, LLC | 0.00% | — | 100 | $3K |
| Concord Wealth Partners | 0.00% | No change | 50 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $1K |
| Bank of Montreal | 0.00% | Reduce -99.9% | 47 | $1K |
"% of holder's portfolio" is WCBR's weight in each manager's 13F, not the share of Wisdomtree Cybersecurity FND the manager owns.