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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
| $5.64M | +$2.51M | +99,718 | +82% |
|
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
| $5.54M | +$2.49M | +99,140 | +84% |
|
| 3 |
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $3.98M | +$431K | +17,156 | +12% |
|
| 4 |
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $2.3M | +$1.75M | +69,767 | +337% |
|
| 5 |
SPIA
5
Steward Partners Investment Advisory
New York
| $378K | +$371K | +14,761 | +14,761% |
|
| 6 |
6
JP Morgan Chase
New York
| $62.1K | +$61.4K | +2,440 | New |
|
| 7 |
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | – | – | – |
|
| 8 |
8
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$1.52M | -60,254 | Closed |
|
| 9 |
9
Citadel Advisors
Miami,
Florida
| – | -$207K | -8,179 | Closed |
|