Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

WisdomTree Bianco Total Return Fund (WTBN) Institutional Ownership

WisdomTree Bianco Total Return Fund logo
$25.17 0.00 (0.00%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$25.18 +0.01 (+0.04%)
As of 05/22/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for WisdomTree Bianco Total Return Fund (NASDAQ:WTBN)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$64.40M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$93.44K
Get WTBN Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Bianco Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Western Wealth Management LLC10,266$260K0.0%N/A0.260%
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%
2/17/2026 Royal Bank of Canada45,072$1.15M0.0%N/A1.212%
2/12/2026 Jane 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%
1/26/2026 Lionsbridge 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%
1/1/2026 JPMorgan Chase & Co.2,921$75K0.0%+19.7%0.095%
11/14/2025 Raymond James Financial Inc.8,000$205K0.0%N/A0.261%
11/7/2025 JPMorgan 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%
10/20/2025 Lionsbridge 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%
8/12/2025 Steward Partners Investment Advisory LLC14,861$378K0.0%+14,761.0%0.525%
8/12/2025 JPMorgan 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%
7/30/2025 Lionsbridge 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

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.

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).

Institutional investors have bought a total of 2,514,445 shares in the last 24 months. This purchase volume represents approximately $64.40M in transactions.

The following institutional investors have sold WisdomTree Bianco Total Return Fund stock in the last 24 months: Lionsbridge Wealth Management LLC ($3.64K).

Institutional investors have sold a total of 3,640 shares in the last 24 months. This volume of shares sold represents approximately $93.44K in transactions.



This page (NASDAQ:WTBN) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners