Wisdomtree Bianco TR FundWTBNETF
13F holders, Q3 2024 (September 30)7holders +3
4new positions
1sold out
1famous investor
$25.71avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Wisdomtree Bianco TR Fund (WTBN) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were &partners ($2.1M), Envestnet Asset Management Inc. ($2.0M) and Park Edge Advisors, LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Bianco TR Fund
- CUSIP
- 97717Y451
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.4M |
| Exits | 1 | $25 |
All 13F filers, Q2 2024 → Q3 2024: 248,487 shares bought and 11,081 shares sold, net +237,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| &partners | 0.04% | New | 81,427 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 79,422 | $2.0M |
| Park Edge Advisors, LLC | 0.46% | New | 63,003 | $1.6M |
| Lionsbridge Wealth Management LLC | 0.49% | New | 24,075 | $619K |
| Citadel Advisors | 0.00% | Reduce -48.1% | 11,948 | $307K |
| UBS Group AG | 0.00% | Add +595.7% | 654 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $3K |
"% of holder's portfolio" is WTBN's weight in each manager's 13F, not the share of Wisdomtree Bianco TR Fund the manager owns.