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WisdomTree Bianco Total Return Fund (WTBN) Institutional Ownership

WisdomTree Bianco Total Return Fund logo
$25.27 +0.10 (+0.40%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Bianco Total Return Fund (NASDAQ:WTBN)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$64.14M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$143.03K
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WTBN Institutional Buying and Selling by Quarter

WisdomTree Bianco Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/20/2026 Park Edge Advisors LLC227,549$5.76M1.3%+31.6%5.775%
2/17/2026&PARTNERS256,319$6.53M0.0%+3.1%6.890%
2/17/2026Royal Bank of Canada45,072$1.15M0.0%N/A1.212%
2/12/2026Jane Street Group LLC9,872$251K0.0%N/A0.265%
2/5/2026 Thrivent Financial for Lutherans1,937,278$49.37M0.1%+7.5%52.077%
2/4/2026 Sanchez Wealth Management Group169,019$4.30M0.9%N/A4.568%
1/26/2026Lionsbridge Wealth Management LLC90,699$2.31M2.3%+4.4%2.492%
1/16/2026 Park Edge Advisors LLC172,885$4.40M1.0%+1.9%4.870%
1/7/2026 Hilltop National Bank23,103$588K0.1%N/A0.670%
1/1/2026JPMorgan Chase & Co.2,921$75K0.0%+19.7%0.095%
11/14/2025Raymond James Financial Inc.8,000$205K0.0%N/A0.261%
11/7/2025JPMorgan Chase & Co.2,921$75K0.0%+19.7%0.095%
11/5/2025 Envestnet Asset Management Inc.242,658$6.23M0.0%+11.5%7.904%
11/4/2025 Thrivent Financial for Lutherans1,802,618$46.26M0.1%N/A58.717%
10/20/2025Lionsbridge Wealth Management LLC86,839$2.23M2.2%-4.0%2.904%
10/9/2025 Park Edge Advisors LLC169,584$4.35M1.0%+8.4%5.710%
8/12/2025Steward Partners Investment Advisory LLC14,861$378K0.0%+14,761.0%0.525%
8/12/2025JPMorgan Chase & Co.2,440$62K0.0%N/A0.086%
8/1/2025 Envestnet Asset Management Inc.217,621$5.54M0.0%+83.7%7.800%
7/30/2025Lionsbridge Wealth Management LLC90,479$2.30M2.3%+336.8%3.243%
7/7/2025 Park Edge Advisors LLC156,458$3.98M1.0%+12.3%5.773%
5/14/2025Lionsbridge Wealth Management LLC20,712$523K0.5%-8.7%0.863%
4/29/2025Envestnet Asset Management Inc.118,481$2.99M0.0%+31.3%4.937%
4/10/2025Park Edge Advisors LLC139,302$3.52M1.0%+9.6%6.390%
2/18/2025Western Wealth Management LLC11,004$273K0.1%N/A0.537%
2/14/2025Jane Street Group LLC12,290$305K0.0%N/A0.600%
2/13/2025Envestnet Asset Management Inc.90,240$2.24M0.0%+13.6%4.402%
2/10/2025Thrivent Financial for Lutherans60,254$1.52M0.0%N/A2.939%
1/21/2025Park Edge Advisors LLC127,050$3.15M0.9%+101.7%6.321%
1/16/2025Lionsbridge Wealth Management LLC22,676$563K0.5%-5.8%1.128%
11/1/2024Lionsbridge Wealth Management LLC24,075$619K0.5%N/A6.507%
10/24/2024Park Edge Advisors LLC63,003$1.62M0.5%N/A17.501%


WTBN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTBN shares?

During the previous two years, 13 institutional investors and hedge funds held shares of WisdomTree Bianco Total Return Fund. The most heavily invested institutionals were Thrivent Financial for Lutherans ($49.37M), &PARTNERS ($6.53M), Envestnet Asset Management Inc. ($6.23M), Park Edge Advisors LLC ($5.76M), Sanchez Wealth Management Group ($4.30M), Lionsbridge Wealth Management LLC ($2.31M), and Royal Bank of Canada ($1.15M).Learn more on WisdomTree Bianco Total Return Fund's institutional investors.

Which institutional investors have been buying WisdomTree Bianco Total Return Fund's stock?

Of the 13 institutional investors that purchased WisdomTree Bianco Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thrivent Financial for Lutherans ($2.00M), Park Edge Advisors LLC ($227.55K), Sanchez Wealth Management Group ($169.02K), Envestnet Asset Management Inc. ($163.24K), Lionsbridge Wealth Management LLC ($97.70K), Royal Bank of Canada ($45.07K), and Hilltop National Bank ($23.10K).

How much institutional buying is happening at WisdomTree Bianco Total Return Fund?

Institutional investors have bought a total of 2,504,179 shares in the last 24 months. This purchase volume represents approximately $64.14M in transactions.

Which of WisdomTree Bianco Total Return Fund's major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Bianco Total Return Fund stock in the last 24 months: Lionsbridge Wealth Management LLC ($5.60K).

How much institutional selling is happening at WisdomTree Bianco Total Return Fund?

Institutional investors have sold a total of 5,604 shares in the last 24 months. This volume of shares sold represents approximately $143.03K in transactions.



This page (NASDAQ:WTBN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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