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WTBN WISDOMTREE TR

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BIANCO TOTL RETU (fund)

9 managers (9 13F filers) reported a position in WTBN shares at 2025-03-31, 468,804 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
9
13F filers
9
New
1
Added
3
Reduced
1
Sold out
2
Shares held by filers
468,804

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC139,302$3.52M0.98%+12,25213F-HRTimeline
&PARTNERS121,775$3.07M0.03%+30,17913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,481$2.99M<0.01%+28,24113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,254$1.52M<0.01%013F-HR/ATimelineGroup
Lionsbridge Wealth Management LLC20,712$523K0.46%-1,96413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,179$207K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…100$2.52K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$13<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.