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WTBN · WisdomTree Bianco Total Return Fund ETF

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$24.67 +0.02 (+0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 9
Total Value: $6,701,030
Total Shares: 260,629

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 9 13F filers · Δ vs Jun 30, 2024
Top Holder
31.2%
Dec 2023 → Sep 2024 · range 31.2% – 99.4%
−67.9 pts
Top 5
99.7%
Dec 2023 → Sep 2024 · range 99.7% – 100.0%
−0.3 pts
Top 10
100.0%
Dec 2023 → Sep 2024 · range 100.0% – 100.0%
0.0 pts
HHI
2,595
Dec 2023 → Sep 2024 · range 2,595 – 9,879
Highly concentrated−7,238

Quarterly Activity

vs Jun 30, 2024
New
4
Increased
1
Decreased
1
Sold Out
1
Unchanged
3
Holder count: +3
Institutional value: +1068.7%
Shares held: +1022.3%

Top Buyers

vs Jun 30, 2024
Institution Added Now Holds Open
UBS Group AG +560 654

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −11,080 11,948

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
&PARTNERS 81,427 $2,093,569
ENVESTNET ASSET MANAGEMENT INC 79,422 $2,042,019
Park Edge Advisors, LLC 63,003 $1,619,870
Lionsbridge Wealth Management LLC 24,075 $618,992

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
FMR LLC 1 $24
Filter: New 4 Increased 1 Reduced 1 Sold out 1 Unchanged 3
Showing 9 of 9
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
&PARTNERS WTBN $2,093,569 31.24% 81,427
ENVESTNET ASSET MANAGEMENT INC WTBN $2,042,019 30.47% 79,422
Park Edge Advisors, LLC WTBN $1,619,870 24.17% 63,003
Lionsbridge Wealth Management LLC WTBN $618,992 9.24% 24,075
CITADEL ADVISORS LLC WTBN $307,195 4.58% 11,948
UBS Group AG WTBN $16,814 0.25% 654
Steward Partners Investment Advisory, LLC WTBN $2,571 0.04% 100
Sound Income Strategies, LLC WTBN $0 0.00% 0
PROEQUITIES, INC. WTBN $0 0.00% 0