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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 3717 *New 2023-12-31 24,194 $614,000 24,194
   Demars Financial Group LLC 46 *New 2024-03-31 18,635 $478,000 18,635
   RETIREMENT PLANNING GROUP 150 *New 2024-03-31 15,841 $406,000 15,841
   Bogart Wealth LLC 177 *New 2024-03-31 11,223 $288,000 11,223
   Smith Anglin Financial LLC 159 *New 2024-03-31 9,629 $247,000 9,629
   ENVESTNET ASSET MANAGEMENT INC 3705 *New 2023-12-31 9,539 $242,000 9,539
   COMMONWEALTH EQUITY SERVICES LLC. 3564 *New 2024-03-31 7,965 $204,000 7,965
   Parallel Advisors LLC 1844 *New 2024-03-31 991 $25,000 991
   Goss Wealth Management LLC 2663 *New 2023-12-31 600 $15,000 600
   Cedar Mountain Advisors LLC 174 *New 2024-03-31 500 $13,000 500
   Steward Partners Investment Advisory LLC 2792 *New 2023-12-31 311 $8,000 311
   TOTH FINANCIAL ADVISORY CORP 499 *New 2024-03-31 225 $6,000 225
   CWM LLC 3791 *New 2024-03-31 98 $3,000 98
   MORGAN STANLEY 7688 *New 2023-12-31 1 $0 1
   CHILTON CAPITAL MANAGEMENT LLC 664 *New 2024-03-31 19 $0 19

  15 Records found
  1    
  Page 1 of 1
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