Who Owns WTBN?
WisdomTree Bianco Total Return Fund — Institutional Ownership & 13F Holdings
$25.16
-0.14 (-0.54%)
Market Cap
$99.1M
Shares Outstanding
3,892,694
Institutional Holders
8
Total Inst. Value
$4.3M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
3
Closed Positions
4
Increased
2
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Park Edge Advisors, LLCNew | $3.5M | 139,302 |
| 2 | Lionsbridge Wealth Management LLCNew | $523K | 20,712 |
| 3 | CITADEL ADVISORS LLCNew | $207K | 8,179 |
| 4 | &PARTNERS | $3K | 121,775 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3K | 118,481 |
| 6 | Steward Partners Investment Advisory, LLC | $3K | 100 |
| 7 | THRIVENT FINANCIAL FOR LUTHERANS | $2K | 60,254 |
| 8 | Sound Income Strategies, LLC | $13 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Park Edge Advisors, LLCNew | +139K | $3.5M |
| Lionsbridge Wealth Management LLCNew | +21K | $523K |
| CITADEL ADVISORS LLCNew | +8K | $207K |
| &PARTNERS | +30K | $3K |
| ENVESTNET ASSET MANAGEMENT INC | +28K | $3K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold WTBN?
As of Q1 2025, 8 institutional investors report holding WTBN (WisdomTree Bianco Total Return Fund) in their 13F filings.
Which hedge fund owns the most WTBN?
The largest institutional holder of WTBN is Park Edge Advisors, LLC with $3.5M in shares.
Are institutions buying or selling WTBN?
This quarter, 3 institutions opened new positions in WTBN and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.