Steward Partners Investment Advisory’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 | $378K | Buy |
14,861
+14,761
| +14,761% | +$376K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $2.53K | Hold |
100
| – | – | ﹤0.01% | 3593 |
|
|
2024
Q4 | $2.48K | Hold |
100
| – | – | ﹤0.01% | 3583 |
|
|
2024
Q3 | $2.57K | Hold |
100
| – | – | ﹤0.01% | 3391 |
|
|
2024
Q2 | $2.47K | Hold |
100
| – | – | ﹤0.01% | 3241 |
|
|
2024
Q1 | $2.48K | Sell |
100
-100
| -50% | -$2.48K | ﹤0.01% | 3251 |
|
|
2023
Q4 | $5.02K | Buy |
+200
| New | +$5.02K | ﹤0.01% | 2958 |
|