UBS Group
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UBS Group’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

UBS Group’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
2024
Q4 		– Sell
-654
Closed -$16.8K – 10466
2024
Q3 		$16.8K Buy
654
+560
+596% +$14.2K ﹤0.01% 7469
2024
Q2 		$2.32K Buy
94
+40
+74% +$983 ﹤0.01% 8381
2024
Q1 		$1.34K Buy
+54
New +$1.34K ﹤0.01% 8155

Other funds holding WTBN

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBS Group's WTBN Position: Q4 2024 in Review

UBS Group sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q4 2024, closing a stake of 654 shares — an estimated $16.8K sold.

UBS Group first reported a position in WTBN in Q1 2024 and held it in 3 quarters. The position peaked at $16.8K in Q3 2024. 9 funds tracked by Wall St. Rank hold WTBN as of Q4 2024.

  • UBS Group reported no remaining WisdomTree Bianco Total Return Fund position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 654 WisdomTree Bianco Total Return Fund shares in Q4 2024, an estimated $16.8K.
  • UBS Group first reported a position in WisdomTree Bianco Total Return Fund in Q1 2024 and held it in 3 quarters.
  • UBS Group's WisdomTree Bianco Total Return Fund position peaked at $16.8K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.