Vault-13

WISDOMTREE TR WCBR

CYBERSECURITY FD · ETP · CUSIP 97717Y659

50 institutional holders +3 vs Q1 2025
2,240,8952.2m shares reported held*
$71.5mreported value*
6 new 8 added 13 reduced 5 sold out net bought ≈ $13.0m (+406.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.89.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 29Q4 22: 35Q1 23: 28Q2 23: 32Q3 23: 29Q4 23: 36Q1 24: 53Q2 24: 50Q3 24: 45Q4 24: 43Q1 25: 47Q2 25: 5050Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202229
Q4 202235
Q1 202328
Q2 202332
Q3 202329
Q4 202336
Q1 202453
Q2 202450
Q3 202445
Q4 202443
Q1 202547
Q2 202550

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 9 bought or addedQ3 23: 11 cut or sold outQ4 23: 15 bought or addedQ4 23: 8 cut or sold outQ4 23Q1 24: 33 bought or addedQ1 24: 9 cut or sold outQ2 24: 13 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 17 cut or sold outQ4 24: 11 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 15 cut or sold outQ2 25: 14 bought or addedQ2 25: 18 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023911
Q4 2023158
Q1 2024339
Q2 20241321
Q3 20241617
Q4 20241121
Q1 20251815
Q2 20251418

Biggest buyers

HighTower Advisors, LLC New +594,489+594.5k
NWAM LLC Added +25,114+25.1k
BANK OF AMERICA CORP /DE/ Added +19,589+19.6k
FLOW TRADERS U.S. LLC Added +15,395+15.4k
CITADEL ADVISORS LLC New +10,158+10.2k
INDEPENDENT FINANCIAL GROUP, LLC New +6,713+6.7k
Demars Financial Group, LLC New +6,633+6.6k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +2,888+2.9k
UBS Group AG New +2,319+2.3k
RAYMOND JAMES FINANCIAL INC New +1,874+1.9k

Biggest sellers

LPL Financial LLC Reduced -71,317-71.3k
JANE STREET GROUP, LLC Sold out -60,865-60.9k
NewEdge Advisors, LLC Reduced -59,535-59.5k
GTS SECURITIES LLC Reduced -24,860-24.9k
Cambridge Investment Research Advisors, Inc. Sold out -17,417-17.4k
OLD MISSION CAPITAL LLC Sold out -10,714-10.7k
TWO SIGMA INVESTMENTS, LP Reduced -9,100-9.1k
Smith Anglin Financial, LLC Reduced -8,150-8.2k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -7,550-7.5k
Procyon Advisors, LLC Reduced -3,182-3.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Smith Anglin Financial, LLC 2.92% of their portfolio DALLAS, TX 1,011,9721.0m $32.3m $32.3m 2.92% Reduced -8.2k -8,150
2 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 594,489594.5k $19.0m $19.0m 0.02% New
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 115,528115.5k $3.7m $3.7m 0.00% Reduced -71.3k -71,317
4 Procyon Advisors, LLC 0.27% of their portfolio SHELTON, CT 90,43790.4k $2.9m $2.9m 0.27% Reduced -3.2k -3,182
5 Grange Capital, LLC 2.05% of their portfolio Beaverton, OR 61,37761.4k $2.0m $2.0m 2.05% Reduced -2.7k -2,714
6 NWAM LLC 0.09% of their portfolio MERCER ISLAND, WA 51,60451.6k $1.6m $1.6m 0.09% Added +25.1k +25,114
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 50,96251.0k $1.6m $1.6m 0.00% Added +19.6k +19,589
8 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 40,50040.5k $1.3m $1.3m 0.00% Reduced -9.1k -9,100
9 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 34,40834.4k $1.1m $1.1m 0.04% Added +15.4k +15,395
10 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 28,41528.4k $906.7k $906.7k 0.00% Reduced -59.5k -59,535
11 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 18,31118.3k $584.3k $584.3k 0.05% Reduced -419 -419
12 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 17,78817.8k $567.6k $567.6k 0.03% Reduced -24.9k -24,860
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,53913.5k $432.0k $432.0k 0.00% Added +97 +97
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,25712.3k $391.1k $391.1k 0.00% Reduced -2.1k -2,116
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,15810.2k $324.1k $324.1k 0.00% New
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,05510.1k $320.9k $320.9k 0.00% Reduced -348 -348
17 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 8,2918.3k $264.6k $264.6k 0.01% Reduced -32 -32
18 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 8,0008.0k $255.3k $255.3k 0.02% Reduced -500 -500
19 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% of their portfolio ALAMO, CA 7,8787.9k $251.4k $251.4k 0.03% Unchanged
20 BROWN, LISLE/CUMMINGS, INC. 0.06% of their portfolio PROVIDENCE, RI 7,4507.5k $237.7k $237.7k 0.06% Unchanged
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 6,7426.7k $215.1k $215.1k 0.02% Added +2.9k +2,888
22 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,7136.7k $214.2k $214.2k 0.01% New
23 Demars Financial Group, LLC 0.08% of their portfolio SPOKANE VALLEY, WA 6,6336.6k $211.7k $211.7k 0.08% New
24 Bogart Wealth, LLC 0.01% of their portfolio MCLEAN, VA 6,1276.1k $195.5k $195.5k 0.01% Unchanged
25 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 5,2595.3k $165.5k $165.5k 0.01% Added +288 +288
26 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 2,7002.7k $86.2k $86.2k 0.00% Unchanged
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3192.3k $74.0k $74.0k 0.00% New
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,8741.9k $59.8k $59.8k 0.00% New
29 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6541.7k $52.8k $52.8k 0.00% Unchanged
30 Rise Advisors, LLC 0.02% of their portfolio ROCHESTER, NY 1,6021.6k $51.1k $51.1k 0.02% Unchanged
31 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,2001.2k $38.3k $38.3k 0.00% Unchanged
32 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 991991 $31.6k $31.6k 0.00% Unchanged
33 Cedar Mountain Advisors, LLC 0.00% of their portfolio LAKE OSWEGO, OR 500500 $16.0k $16.0k 0.00% Unchanged
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 498498 $16.0k $16.0k 0.00% Added +223 +223
35 FMR LLC 0.00% of their portfolio BOSTON, MA 471471 $15.0k $15.0k 0.00% Added +38 +38
36 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 400400 $12.8k $12.8k 0.00% Unchanged
37 Boreal Capital Management LLC 0.01% of their portfolio MIAMI, FL 335335 $10.7k $10.7k 0.01% First filing
38 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 285285 $9.1k $9.1k 0.00% Unchanged
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 213213 $6.8k $6.8k 0.00% Unchanged
40 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 202202 $6.4k $6.4k 0.01% First filing
41 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% of their portfolio GLASTONBURY, CT 200200 $6.4k $6.4k 0.00% Unchanged
42 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.00% of their portfolio WALTHAM, MA 108108 $3.4k $3.4k 0.00% Unchanged
43 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 100100 $3.2k $3.2k 0.00% Unchanged
44 Aventura Private Wealth, LLC 0.00% of their portfolio AVENTURA, FL 100100 $3.2k $3.2k 0.00% Unchanged
45 CWM, LLC 0.00% of their portfolio OMAHA, NE 9898 $3.0k $3.0k 0.00% Unchanged
46 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 5050 $1.6k $1.6k 0.00% Unchanged
47 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 5050 $1.6k $1.6k 0.00% Unchanged
48 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4747 $1.5k $1.5k 0.00% Unchanged
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 55 $160 $160 0.00% Reduced -685 -685
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged