Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / CYBERSECURITY FD
-
Number of holders
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33
-
Total 13F shares, excl. options
-
469K
-
Shares change
-
+96.3K
-
Total reported value, excl. options
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$11.9M
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Value change
-
+$2.47M
-
Number of buys
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14
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Number of sells
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-7
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Price
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$25.37
Significant Holders of WISDOMTREE TR - CYBERSECURITY FD (WCBR) as of Q4 2023
34 filings reported holding WCBR - WISDOMTREE TR - CYBERSECURITY FD as of Q4 2023.
WISDOMTREE TR - CYBERSECURITY FD (WCBR) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 469K shares
.
Largest 10 shareholders include GREAT VALLEY ADVISOR GROUP, INC. (102K shares), Procyon Advisors, LLC (72.6K shares), Cambridge Investment Research Advisors, Inc. (39.9K shares), LPL Financial LLC (38.8K shares), OSAIC HOLDINGS, INC. (34.8K shares), JANE STREET GROUP, LLC (24.2K shares), Concurrent Investment Advisors, LLC (19K shares), S. R. Schill & Associates (17.6K shares), BANK OF MONTREAL /CAN/ (17.2K shares), and FLOW TRADERS U.S. LLC (17.2K shares).
This table shows the top 33 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.