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WTBN WISDOMTREE TR

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BIANCO TOTL RETU (fund)

14 managers (14 13F filers) reported a position in WTBN shares at 2026-03-31, 3,634,783 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
14
13F filers
14
New
2
Added
8
Reduced
2
Sold out
1
Shares held by filers
3,634,783

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,123,583$53.7M0.1%+186,30513F-HRTimelineGroup
&PARTNERS297,543$7.55M0.04%+41,22413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC291,515$7.37M<0.01%+42,11313F-HRTimelineGroup
Willow Financial LLC239,124$6.05M6.13%-5,07813F-HRTimeline
Park Edge Advisors, LLC227,549$5.76M1.33%+54,66413F-HRTimeline
Sanchez Wealth Management Group173,650$4.39M0.95%+4,63113F-HRTimeline
Lionsbridge Wealth Management LLC85,387$2.16M2.17%-5,31213F-HRTimeline
Steward Partners Investment Advisory, L…72,855$1.84M0.01%+52,29413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,072$1.14M<0.01%013F-HRTimelineGroup
LPL Financial LLC31,475$796K<0.01%new13F-HRTimeline
Hilltop National Bank23,103$584K0.14%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,531$342K<0.01%+5,53113F-HRTimelineGroup
Western Wealth Management, LLC10,266$260K0.01%new13F-HR/ATimeline
Sound Income Strategies, LLC130$3.28K<0.01%+113F-HRTimeline