Envestnet Asset Management
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Envestnet Asset Management’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Envestnet Asset Management’s Portfolio WTBN Stock Details WTBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.54M Buy
217,621
+99,140
+84% +$2.52M ﹤0.01% 2133
2025
Q1 		$2.99M Buy
118,481
+28,241
+31% +$713K ﹤0.01% 2458
2024
Q4 		$2.24M Buy
90,240
+10,818
+14% +$268K ﹤0.01% 2621
2024
Q3 		$2.04M Buy
+79,422
New +$2.04M ﹤0.01% 2642