&Partners’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.64M	Buy	221,493 +99,718	+82%	+$2.54M	0.04%	344
2025 Q1	$3.07M	Buy	121,775 +30,179	+33%	+$761K	0.03%	413
2024 Q4	$2.32M	Buy	91,596 +10,169	+12%	+$257K	0.03%	451
2024 Q3	$2.09M	Buy	+81,427	New	+$2.09M	0.04%	357