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Disclosery

WTBN WISDOMTREE TR

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BIANCO TOTL RETU (fund)

10 managers (10 13F filers) reported a position in WTBN shares at 2025-09-30, 2,581,881 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
3
Added
5
Reduced
1
Sold out
0
Shares held by filers
2,581,881

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,802,618$46.3M0.09%new13F-HRTimelineGroup
&PARTNERS248,698$6.38M0.04%+27,20513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC242,658$6.23M<0.01%+25,03713F-HRTimelineGroup
Park Edge Advisors, LLC169,584$4.35M1.01%+13,12613F-HRTimeline
Lionsbridge Wealth Management LLC86,839$2.23M2.2%-3,64013F-HRTimeline
Steward Partners Investment Advisory, L…20,561$528K<0.01%+5,70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,000$205K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,921$75K<0.01%+48113F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$26<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC1$13<0.01%013F-HRTimeline