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Get Institutions for : 
Wisdomtree Cybersecurity Fund (WCBR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    5
Total shares held : 
 444,825  
% of shares held : 
 4.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 94,261  
% of shares held change : 
   1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 34,722
 7.81%
 
Increased Positions :
8
 76,583
 17.22%
 
Unchanged Positions :
13
 30,434
 6.84%
 
Decreased Positions :
6
-12,576
-2.83%
 
Closed Positions :
1
-4,468
-1%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   JANE STREET GROUP LLC 1053 - 2024-03-31 259,515 $6,654,000 235,321
   GREAT VALLEY ADVISOR GROUP INC. 230 - 2024-03-31 104,499 $2,679,000 2,821
   LPL FINANCIAL CORP 2441 - 2024-03-31 84,644 $2,170,000 45,834
   Procyon Private Wealth Partners LLC 141 - 2024-03-31 84,364 $2,163,000 11,764
   FLOW TRADERS U.S. LLC 223 - 2024-03-31 59,074 $1,515,000 41,875
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1588 - 2024-03-31 47,375 $1,215,000 7,456
   BANK OF AMERICA CORP /DE/ 4152 - 2024-03-31 31,274 $802,000 29,387
   Advisor Group Holdings Inc. 2649 - 2024-03-31 27,165 $697,000 -7,663
   TWO SIGMA INVESTMENTS LLC 2094 *New 2024-03-31 25,500 $654,000 25,500
   CITADEL ADVISORS LLC 3668 *New 2024-03-31 20,733 $532,000 20,733
   S. R. Schill & Associates 45 - 2024-03-31 20,281 $520,000 2,706
   Demars Financial Group LLC 46 *New 2024-03-31 18,635 $478,000 18,635
   OLD MISSION CAPITAL LLC 578 *New 2024-03-31 17,926 $460,000 17,926
   BANK OF MONTREAL /CAN/ 2150 - 2024-03-31 16,899 $438,000 -341
   RETIREMENT PLANNING GROUP 150 *New 2024-03-31 15,841 $406,000 15,841
   Claro Advisors LLC 280 - 2024-03-31 14,360 $368,000 678
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 510 - 2024-03-31 12,500 $319,000 -500
   Bogart Wealth LLC 177 *New 2024-03-31 11,223 $288,000 11,223
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 549 - 2024-03-31 10,500 $269,000 500
   Smith Anglin Financial LLC 159 *New 2024-03-31 9,629 $247,000 9,629
   HALBERT, HARGROVE/RUSSELL LLC 74 - 2024-03-31 9,598 $246,000 0
   Bramshill Investments LLC 109 *New 2024-03-31 9,500 $244,000 9,500
   ENVESTNET ASSET MANAGEMENT INC 3820 - 2024-03-31 9,285 $238,000 -254
   MULTIFINANCIAL SECURITIES CORP 2130 *New 2024-03-31 8,833 $226,000 8,833
   UBS Group AG 4667 *New 2024-03-31 8,018 $206,000 8,018
   COMMONWEALTH EQUITY SERVICES LLC. 3564 *New 2024-03-31 7,965 $204,000 7,965
   Smartleaf Asset Management LLC 393 - 2024-03-31 5,282 $136,000 -728
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 664 - 2024-03-31 3,350 $86,000 0
   SIGNATUREFD, LLC 1380 - 2024-03-31 2,700 $69,000 -2,100
   BAYSTATE WEALTH MANAGEMENT LLC 332 - 2023-12-31 2,645 $67,000 0
   Rise Advisors LLC 263 - 2024-03-31 1,601 $41,000 0
   DB Wealth Management Group LLC 183 - 2023-12-31 1,513 $38,000 833
   Parallel Advisors LLC 1844 *New 2024-03-31 991 $25,000 991
   PNC FINANCIAL SERVICES GROUP INC 3425 - 2024-03-31 750 $19,000 0
   Goss Wealth Management LLC 2718 - 2024-03-31 600 $15,000 0
   Cedar Mountain Advisors LLC 174 *New 2024-03-31 500 $13,000 500
   FMR LLC 4054 *New 2024-03-31 451 $12,000 451
   HOLLENCREST SECURITIES LLC 698 - 2024-03-31 415 $11,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 524 - 2024-03-31 400 $10,000 0
   ROYAL BANK OF CANADA 5677 - 2024-03-31 275 $7,000 275
   TOTH FINANCIAL ADVISORY CORP 499 *New 2024-03-31 225 $6,000 225
   Federation des caisses Desjardins du Quebec 1898 - 2024-03-31 250 $6,000 0
   CAROLINAS WEALTH CONSULTING LLC 650 - 2024-03-31 213 $5,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 336 - 2024-03-31 200 $5,000 0
   Steward Partners Investment Advisory LLC 3056 - 2024-03-31 211 $5,000 -100
   CREATIVE FINANCIAL DESIGNS INC /ADV 1332 - 2024-03-31 140 $4,000 0
   CWM LLC 3791 *New 2024-03-31 98 $3,000 98
   NATIONAL BANK OF CANADA /FI/ 2251 *New 2024-03-31 66 $2,000 66
   Concord Wealth Partners 783 - 2024-03-31 50 $1,000 0
   Concurrent Investment Advisors LLC 876 *Closed 2024-03-31 0 $0 -18,973
   PROEQUITIES INC. 2459 - 2024-03-31 0 $0 0
   Venturi Wealth Management LLC 1368 *Closed 2024-03-31 0 $0 -77
   MORGAN STANLEY 7461 - 2024-03-31 1 $0 0
   CHILTON CAPITAL MANAGEMENT LLC 664 *New 2024-03-31 19 $0 19
   Clear Point Advisors Inc. 584 *New 2024-03-31 10 $0 10
  55 Records found
  1    
  Page 1 of 1
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