Park Edge Advisors’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Park Edge Advisors’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	$5.28M	Sell	220,311 -13,298	-6%	-$328K	1.11%	12
2026 Q2	$5.87M	Buy	233,609 +6,060	+3%	+$153K	1.24%	13
2026 Q1	$5.76M	Buy	227,549 +54,664	+32%	+$1.39M	1.33%	9
2025 Q4	$4.4M	Buy	172,885 +3,301	+2%	+$84.9K	1%	15
2025 Q3	$4.35M	Buy	169,584 +13,126	+8%	+$335K	1.01%	15
2025 Q2	$3.98M	Buy	156,458 +17,156	+12%	+$431K	1.02%	13
2025 Q1	$3.52M	Buy	139,302 +12,252	+10%	+$307K	0.98%	12
2024 Q4	$3.15M	Buy	127,050 +64,047	+102%	+$1.62M	0.92%	18
2024 Q3	$1.62M	Buy	+63,003	New	+$1.6M	0.46%	41

Other funds holding WTBN

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lionsbridge Wealth Management Jacksonville Beach, Florida $89.6M AUM 14.61% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada $188M AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Park Edge Advisors's WTBN Position: Q3 2026 in Review

Park Edge Advisors reduced its WisdomTree Bianco Total Return Fund (WTBN) stake by 5.7% in Q3 2026, selling an estimated $328K and leaving 220,311 shares worth $5.28M. The position accounts for 1.11% of the portfolio, ranked #12.

Park Edge Advisors first reported a position in WTBN in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.87M in Q2 2026. 10 funds tracked by Wall St. Rank hold WTBN as of Q3 2026.

Park Edge Advisors held 220,311 shares of WisdomTree Bianco Total Return Fund worth $5.28M as of Q3 2026.
Park Edge Advisors sold 13,298 WisdomTree Bianco Total Return Fund shares in Q3 2026, an estimated $328K.
WisdomTree Bianco Total Return Fund made up 1.11% of Park Edge Advisors's portfolio in Q3 2026, its #12 holding.
Park Edge Advisors first reported a position in WisdomTree Bianco Total Return Fund in Q3 2024 and has held it in 9 quarters since.
Park Edge Advisors's WisdomTree Bianco Total Return Fund position peaked at $5.87M in Q2 2026.
10 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.