WTBN WISDOMTREE TR
FollowBIANCO TOTL RETU (fund)
8 managers (8 13F filers) reported a position in WTBN shares at 2025-06-30, 703,353 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 5
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 703,353
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 |
|---|---|---|---|---|---|
| &PARTNERS | 221,493 | $5.64M | 0.04% | +99,718 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 217,621 | $5.54M | <0.01% | +99,140 | 13F-HRTimelineGroup |
| Park Edge Advisors, LLC | 156,458 | $3.98M | 1.02% | +17,156 | 13F-HRTimeline |
| Lionsbridge Wealth Management LLC | 90,479 | $2.3M | 2.29% | +69,767 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 14,861 | $378K | <0.01% | +14,761 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 2,440 | $62.1K | <0.01% | new | 13F-HRTimelineGroup |
| Sound Income Strategies, LLC | 1 | $13 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |