Skip to content

WTBN WISDOMTREE TR

Follow

BIANCO TOTL RETU (fund)

10 managers (10 13F filers) reported a position in WTBN shares at 2024-12-31, 404,253 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
10
13F filers
10
New
3
Added
4
Reduced
1
Sold out
2
Shares held by filers
404,253

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Park Edge Advisors, LLC127,050$3.15M0.92%+64,04713F-HRTimeline
&PARTNERS91,596$2.32M0.03%+10,16913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,240$2.24M<0.01%+10,81813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,254$1.52M<0.01%new13F-HRTimelineGroup
Lionsbridge Wealth Management LLC22,676$563K0.47%-1,39913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,290$305K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…100$2.48K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…46$1.14K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC1$12<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.