Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / CYBERSECURITY FD
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Number of holders
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30
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Total 13F shares, excl. options
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321K
-
Shares change
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+61.8K
-
Total reported value, excl. options
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$6.23M
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Value change
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+$1.2M
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Number of buys
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11
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Number of sells
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-9
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Price
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$19.37
Significant Holders of WISDOMTREE TR - CYBERSECURITY FD (WCBR) as of Q2 2023
31 filings reported holding WCBR - WISDOMTREE TR - CYBERSECURITY FD as of Q2 2023.
WISDOMTREE TR - CYBERSECURITY FD (WCBR) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 321K shares
.
Largest 10 shareholders include GREAT VALLEY ADVISOR GROUP, INC. (103K shares), Procyon Advisors, LLC (81.2K shares), FLOW TRADERS U.S. LLC (19.8K shares), LPL Financial LLC (19.6K shares), Cambridge Investment Research Advisors, Inc. (18.6K shares), Claro Advisors LLC (13.4K shares), S. R. Schill & Associates (13K shares), HALBERT HARGROVE GLOBAL ADVISORS, LLC (10.4K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (10K shares), and SIGNATUREFD, LLC (4.8K shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.