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

Lionsbridge Wealth 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 		$2.3M Buy
90,479
+69,767
+337% +$1.78M 2.29% 12
2025
Q1 		$523K Sell
20,712
-1,964
-9% -$49.6K 0.46% 50
2024
Q4 		$563K Sell
22,676
-1,399
-6% -$34.7K 0.47% 49
2024
Q3 		$619K Buy
+24,075
New +$619K 0.49% 57