WTBN WISDOMTREE TR

BIANCO TOTL RETU (fund)

9 managers (9 13F filers) reported a position in WTBN shares at 2024-09-30, 260,629 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers: 9
13F filers: 9
New: 4
Added: 1
Reduced: 1
Sold out: 1
Shares held by filers: 260,629

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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
&PARTNERS	81,427	$2.09M	0.04%	new	13F-HR Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC	79,422	$2.04M	<0.01%	new	13F-HR Timeline Group
Park Edge Advisors, LLC	63,003	$1.62M	0.46%	new	13F-HR Timeline
Lionsbridge Wealth Management LLC	24,075	$619K	0.49%	new	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	11,948	$307K	<0.01%	-11,080	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	654	$16.8K	<0.01%	+560	13F-HR Timeline Group
Steward Partners Investment Advisory, L…	100	$2.57K	<0.01%	0	13F-HR Timeline
Sound Income Strategies, LLC	0	$13	<0.01%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0	0%	0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.