WisdomTree Bianco Total Return Fund
WTBN
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.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
51% more capital invested
Capital invested by funds: $6.7M → $10.1M (+$3.4M)
29% more funds holding
Funds holding: 7 → 9 (+2)
64.29% less ownership
Funds ownership: 86.88% → 22.58% (-64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.62M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.52M |
| 3 |
Jane Street
New York
|
+$311K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$273K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$307K |
| 2 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$35.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PEA
1
Park Edge Advisors
Cleveland,
Ohio
| $3.15M | +$1.62M | +64,047 | +102% |
|
|
P
2
&Partners
Nashville,
Tennessee
| $2.32M | +$257K | +10,169 | +12% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $2.24M | +$273K | +10,818 | +14% |
|
|
4
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $1.52M | +$1.52M | +60,254 | New |
|
|
LWM
5
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $563K | -$35.4K | -1,399 | -6% |
|
|
6
Jane Street
New York
| $305K | +$311K | +12,290 | New |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $2.48K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1.14K | +$1.16K | +46 | New |
|
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $12 | +$25 | +1 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$307K | -11,948 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$16.8K | -654 | Closed |
|
WTBN Hedge Fund Activity: Q4 2024 in Review
9 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bianco Total Return Fund (WTBN) for Q4 2024, worth a combined $10.1M — up 51% from $6.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WTBN positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Park Edge Advisors, adding an estimated $1.62M. The largest seller was Citadel Advisors, exiting entirely with an estimated $307K sold.
- 9 institutional investors held WisdomTree Bianco Total Return Fund (WTBN) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $10.1M of WisdomTree Bianco Total Return Fund stock for Q4 2024, up 51% quarter-over-quarter.
- 4 funds opened new WisdomTree Bianco Total Return Fund positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree Bianco Total Return Fund buyer in Q4 2024 was Park Edge Advisors, an estimated $1.62M added.
- The largest WisdomTree Bianco Total Return Fund seller in Q4 2024 was Citadel Advisors, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2024.