WisdomTree Bianco Total Return Fund
WTBN
WTBN
7 hedge funds and large institutions have $6.7M invested in WisdomTree Bianco Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$2.09M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.04M |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.62M |
| 4 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$619K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.4K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$285K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$25 |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
P
1
&Partners
Nashville,
Tennessee
| $2.09M | +$2.09M | +81,427 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.04M | +$2.04M | +79,422 | New |
|
|
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $1.62M | +$1.62M | +63,003 | New |
|
|
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $619K | +$619K | +24,075 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $307K | -$285K | -11,080 | -48% |
|
|
6
UBS Group
Zurich,
Switzerland
| $16.8K | +$14.4K | +560 | +596% |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $2.57K | – | – | – |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | -$12 | – | – |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|