WisdomTree Bianco Total Return Fund
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.
1,069% more capital invested
Capital invested by funds: $573K → $6.7M (+$6.13M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
71.39% more ownership
Funds ownership: 15.48% → 86.88% (+71%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$2.07M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.02M |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.6M |
| 4 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$612K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$282K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
P
1
&Partners
Nashville,
Tennessee
| $2.09M | +$2.07M | +81,427 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.04M | +$2.02M | +79,422 | New |
|
|
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $1.62M | +$1.6M | +63,003 | New |
|
|
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $619K | +$612K | +24,075 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $307K | -$282K | -11,080 | -48% |
|
|
6
UBS Group
Zurich,
Switzerland
| $16.8K | +$14.2K | +560 | +596% |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $2.57K | – | – | – |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | – | – | – |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
WTBN Hedge Fund Activity: Q3 2024 in Review
7 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bianco Total Return Fund (WTBN) for Q3 2024, worth a combined $6.7M — up 1,069% from $573K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WTBN positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was &Partners, opening a new position worth an estimated $2.07M. The largest seller was Citadel Advisors, cutting an estimated $282K.
- 7 institutional investors held WisdomTree Bianco Total Return Fund (WTBN) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $6.7M of WisdomTree Bianco Total Return Fund stock for Q3 2024, up 1,069% quarter-over-quarter.
- 4 funds opened new WisdomTree Bianco Total Return Fund positions in Q3 2024 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree Bianco Total Return Fund buyer in Q3 2024 was &Partners, an estimated $2.07M added.
- The largest WisdomTree Bianco Total Return Fund seller in Q3 2024 was Citadel Advisors, an estimated $282K sold.
Based on aggregated 13F filings for Q3 2024.