WTBN WISDOMTREE TR
FollowBIANCO TOTL RETU (fund)
11 managers (11 13F filers) reported a position in WTBN shares at 2026-06-30, 3,776,233 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 6
- Reduced
- 2
- Sold out
- 3
- Shares held by filers
- 3,776,233
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 2,256,946 | $56.8M | 0.1% | +133,363 | 13F-HRTimelineGroup |
| LPL Financial LLC | 425,551 | $10.7M | <0.01% | +394,076 | 13F-HRTimeline |
| &PARTNERS | 314,141 | $7.92M | 0.03% | +16,598 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 308,952 | $7.77M | <0.01% | +17,437 | 13F-HRTimelineGroup |
| Park Edge Advisors, LLC | 233,609 | $5.87M | 1.25% | +6,060 | 13F-HRTimeline |
| Lionsbridge Wealth Management LLC | 81,542 | $2.05M | 2.01% | -3,845 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 60,488 | $1.52M | 0.01% | -12,367 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 45,228 | $1.14M | <0.01% | +156 | 13F-HRTimelineGroup |
| Hilltop National Bank | 23,103 | $581K | 0.12% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 13,531 | $340K | <0.01% | 0 | 13F-HRTimelineGroup |
| ForthRight Wealth Management, LLC | 13,142 | $331K | 0.08% | new | 13F-HRTimeline |