ForthRight Wealth Management
WTBN icon

ForthRight Wealth Management’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

ForthRight Wealth Management’s Portfolio WTBN Stock Details WTBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-13,142
Closed -$331K – 83
2026
Q2 		$331K Buy
+13,142
New +$332K 0.08% 65

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Wellington-Altus USA
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UBS Group
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ForthRight Wealth Management's WTBN Position: Q3 2026 in Review

ForthRight Wealth Management sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q3 2026, closing a stake of 13,142 shares — an estimated $331K sold.

ForthRight Wealth Management first reported a position in WTBN in Q2 2026 and held it in 1 quarter. The position peaked at $331K in Q2 2026. 10 funds tracked by Wall St. Rank hold WTBN as of Q3 2026.

  • ForthRight Wealth Management reported no remaining WisdomTree Bianco Total Return Fund position as of Q3 2026 after selling out during the quarter.
  • ForthRight Wealth Management sold 13,142 WisdomTree Bianco Total Return Fund shares in Q3 2026, an estimated $331K.
  • ForthRight Wealth Management first reported a position in WisdomTree Bianco Total Return Fund in Q2 2026 and held it in 1 quarter.
  • ForthRight Wealth Management's WisdomTree Bianco Total Return Fund position peaked at $331K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q3 2026.

Based on ForthRight Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.