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WisdomTree Bianco Total Return Fund
WTBN
WTBN
24.67
USD
+0.02
0.08%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.08%
5 days
0.12%
1 month
-0.64%
3 months
-2.06%
6 months
-3.67%
Year to date
-3.1%
1 year
-3.52%
5 years
-1.79%
10 years
-1.79%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
P
1
&Partners
Nashville,
Tennessee
| $2.09M | +$2.07M | +81,427 | New |
|
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
| $2.04M | +$2.02M | +79,422 | New |
|
| 3 |
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $1.62M | +$1.6M | +63,003 | New |
|
| 4 |
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $619K | +$612K | +24,075 | New |
|
| 5 |
5
Citadel Advisors
Miami,
Florida
| $307K | -$282K | -11,080 | -48% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $16.8K | +$14.2K | +560 | +596% |
|
| 7 |
SPIA
7
Steward Partners Investment Advisory
New York
| $2.57K | – | – | – |
|
| 8 |
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | – | – | – |
|
| 9 |
9
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|