Wisdomtree Cybersecurity FNDWCBRETF

13F holders, Q1 2025 (March 31)
46holders +4
7new positions
3sold out
$27.10avg. 13F price*

At the end of Q1 2025, 46 institutions reported holding Wisdomtree Cybersecurity FND (WCBR) in their 13F filings, up 4 from Q4 2024. 7 opened new positions and 3 sold out. The largest holders were Smith Anglin Financial, LLC ($27.6M), LPL Financial LLC ($5.1M) and Procyon Advisors, LLC ($2.5M).

Company
Wisdomtree Cybersecurity FND
CUSIP
97717Y659
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 52Q1 2024Q2 2024: 49Q2 2024Q3 2024: 44Q3 2024Q4 2024: 42Q4 2024Q1 2025: 46Q1 2025Q2 2025: 49Q2 2025Q3 2025: 48Q3 2025Q4 2025: 51Q4 2025Q1 2026: 49Q1 2026Q2 2026: 53Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$3.4M
Exits3$1.0M

All 13F filers, Q4 2024 → Q1 2025: 564,310 shares bought and 81,792 shares sold, net +482,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Smith Anglin Financial, LLC 2.93% Add +36.5% 1,020,122 $27.6M
LPL Financial LLC 0.00% Add +158.5% 186,845 $5.1M
Procyon Advisors, LLC 0.15% Reduce -2.6% 93,619 $2.5M
NewEdge Advisors, LLC 0.01% Add +1.8% 87,950 $2.4M
Grange Capital, LLC 2.02% Reduce -5.2% 64,091 $1.7M
Jane Street Group, LLC 0.00% Add +231.8% 60,865 $1.6M
Two Sigma Investments, LP 0.00% New 49,600 $1.3M
GTS Securities LLC 0.05% New 42,648 $1.2M
Bank of America Corp. 0.00% Reduce -17.5% 31,373 $850K
Nwam LLC 0.06% Add +3.4% 26,490 $718K
Flow Traders U.S. LLC 0.02% Reduce -57.8% 19,013 $515K
Bison Wealth, LLC 0.05% Add +2.1% 18,730 $508K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.0% 17,417 $472K
Osaic Holdings, Inc. 0.00% Reduce -12.9% 14,373 $390K
Envestnet Asset Management Inc. 0.00% Add +38.0% 13,442 $364K
Old Mission Capital LLC 0.01% New 10,714 $290K
Cetera Investment Advisers 0.00% New 10,403 $282K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -10.5% 8,500 $230K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -7.0% 8,323 $226K
Lodestar Private Asset Management LLC 0.03% New 7,878 $213K
International Assets Investment Management, LLC 0.02% No change 7,550 $205K
Brown, Lisle/Cummings, Inc. 0.06% No change 7,450 $202K
Bogart Wealth, LLC 0.01% No change 6,127 $166K
Smartleaf Asset Management LLC 0.01% Reduce -0.2% 4,971 $137K
Creative Financial Designs Inc. 0.01% New 3,854 $104K
Signaturefd, LLC 0.00% No change 2,700 $73K
IFP Advisors, Inc 0.00% New 1,654 $45K
Rise Advisors, LLC 0.02% No change 1,602 $43K
PNC Financial Services Group, Inc. 0.00% Add +60.0% 1,200 $33K
Parallel Advisors, LLC 0.00% No change 991 $27K
JPMorgan Chase & Co. 0.00% Reduce -82.5% 690 $19K
Cedar Mountain Advisors, LLC 0.00% No change 500 $14K
FMR LLC 0.00% Add +6.4% 433 $12K
Blue Bell Private Wealth Management, LLC 0.00% No change 400 $11K
Hollencrest Capital Management 0.00% No change 285 $8K
Royal Bank of Canada 0.00% No change 275 $7K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 213 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 200 $5K
Carolinas Wealth Consulting LLC 0.00% Reduce -0.6% 179 $5K
Cwm, LLC 0.00% No change 98 $3K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -65.2% 108 $3K
Aventura Private Wealth, LLC 0.00% No change 100 $3K
Morgan Stanley 0.00% Reduce -50.0% 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% No change 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.