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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 |
1
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $46.3M | +$46M | +1,802,618 | New |
|
| 2 |
P
2
&Partners
Nashville,
Tennessee
| $6.38M | +$693K | +27,205 | +12% |
|
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
| $6.23M | +$638K | +25,037 | +12% |
|
| 4 |
PEA
4
Park Edge Advisors
Cleveland,
Ohio
| $4.35M | +$335K | +13,126 | +8% |
|
| 5 |
LWM
5
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $2.23M | -$92.8K | -3,640 | -4% |
|
| 6 |
SPIA
6
Steward Partners Investment Advisory
New York
| $528K | +$145K | +5,700 | +38% |
|
| 7 |
7
Raymond James Financial
St Petersburg,
Florida
| $205K | +$204K | +8,000 | New |
|
| 8 |
8
JP Morgan Chase
New York
| $75K | +$12.3K | +481 | +20% |
|
| 9 |
9
Fidelity Investments
Boston,
Massachusetts
| $26 | +$25 | +1 | New |
|
| 10 |
SIS
10
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | – | – | – |
|