WTBN Institutional Ownership
WisdomTree Bianco Total Return Fund
1W: -0.7%
1M: -2.7%
3M: -4.7%
YTD: -5.8%
1Y: -6.3%
$23.93
-0.04 (-0.17%)
Weekly Expected Move ±0.8%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WTBN
14
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
1
New Positions
6
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Thrivent Financial for Lutherans | 2,256,946 | $54M | +133,363 | +6.3% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 425,551 | $10M | +394,076 | +1252.0% | 2Q | SEC ↗ |
| 3 | &PARTNERS | 314,141 | $8M | +16,598 | +5.6% | 8Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 308,952 | $7M | +17,437 | +6.0% | 8Q | SEC ↗ |
| 5 | Willow Financial LLC | 239,124 | $6M | -5,078 | -2.1% | 2Q | SEC ↗ |
| 6 | Park Edge Advisors, LLC | 233,609 | $6M | +6,060 | +2.7% | 8Q | SEC ↗ |
| 7 | Lionsbridge Wealth Management LLC | 81,542 | $2M | -3,845 | -4.5% | 8Q | SEC ↗ |
| 8 | Steward Partners Investment Advisory, | 60,488 | $1M | -12,367 | -17.0% | 11Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 45,228 | $1M | +156 | +0.3% | 3Q | SEC ↗ |
| 10 | Hilltop National Bank | 23,103 | $553K | — | +0.0% | 3Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 13,531 | $324K | — | +0.0% | 4Q | SEC ↗ |
| 12 | ForthRight Wealth Management, LLC NEW | 13,142 | $315K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sound Income Strategies, LLC | 0 | $0K | -130 | -100.0% | 9Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 0 | $0K | -9,872 | -100.0% | 1Q | SEC ↗ |
| 15 | Western Wealth Management, LLC | 0 | $0K | -10,266 | -100.0% | 1Q | SEC ↗ |
| 16 | Sanchez Wealth Management Group | 0 | $0K | -173,650 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| ForthRight Wealth Management, LLC | 13,142 | $315K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sanchez Wealth Management Group | 173,650 | $4M |
| Western Wealth Management, LLC | 10,266 | $246K |
| JANE STREET GROUP, LLC | 9,872 | $236K |
| Sound Income Strategies, LLC | 130 | $3K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +394,076 | +1252.0% | 425,551 |
| Thrivent Financial for Lutherans | +133,363 | +6.3% | 2,256,946 |
| ENVESTNET ASSET MANAGEMENT INC | +17,437 | +6.0% | 308,952 |
| &PARTNERS | +16,598 | +5.6% | 314,141 |
| Park Edge Advisors, LLC | +6,060 | +2.7% | 233,609 |
| ROYAL BANK OF CANADA | +156 | +0.3% | 45,228 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | -12,367 | -17.0% | 60,488 |
| Willow Financial LLC | -5,078 | -2.1% | 239,124 |
| Lionsbridge Wealth Management LLC | -3,845 | -4.5% | 81,542 |