WTBN icon

WisdomTree Bianco Total Return Fund
WTBN

Overview Fund Activity

9 hedge funds and large institutions have $10.1M invested in WisdomTree Bianco Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PEA
Park Edge Advisors
Ohio
+$1.59M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.52M
3
Jane Street
Jane Street
New York
+$305K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$268K
5
P
&Partners
Tennessee
+$257K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$307K
2
LWM
Lionsbridge Wealth Management
Florida
-$34.7K
3
UBS Group
UBS Group
Switzerland
-$16.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
1
Park Edge Advisors
Ohio
$3.15M +$1.59M +64,047 +102%
P
2
&Partners
Tennessee
$2.32M +$257K +10,169 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.24M +$268K +10,818 +14%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.52M +60,254 New
LWM
5
Lionsbridge Wealth Management
Florida
$563K -$34.7K -1,399 -6%
Jane Street
6
Jane Street
New York
$305K +$305K +12,290 New
SPIA
7
Steward Partners Investment Advisory
New York
$2.48K – – –
TRCT
8
Tower Research Capital (TRC)
New York
$1.14K +$1.14K +46 New
SIS
9
Sound Income Strategies
Florida
$12 +$12 +1 New
Citadel Advisors
10
Citadel Advisors
Florida
– -$307K -11,948 Closed
UBS Group
11
UBS Group
Switzerland
– -$16.8K -654 Closed