Wisdomtree Bianco TR FundWTBNETF
13F holders, Q4 2024 (December 31)10holders +3
4new positions
2sold out
$24.99avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Wisdomtree Bianco TR Fund (WTBN) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Park Edge Advisors, LLC ($3.2M), &partners ($2.3M) and Envestnet Asset Management Inc. ($2.2M).
- Company
- Wisdomtree Bianco TR Fund
- CUSIP
- 97717Y451
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 2 | $324K |
All 13F filers, Q3 2024 → Q4 2024: 168,629 shares bought and 14,001 shares sold, net +154,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Park Edge Advisors, LLC | 0.92% | Add +101.7% | 127,050 | $3.2M |
| &partners | 0.03% | Add +12.5% | 91,596 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 90,240 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 60,254 | $1.5M |
| Lionsbridge Wealth Management LLC | 0.47% | Reduce -5.8% | 22,676 | $563K |
| Jane Street Group, LLC | 0.00% | New | 12,290 | $305K |
| Western Wealth Management, LLC | 0.01% | New | 11,004 | $273K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 46 | $1K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 1 | $12 |
"% of holder's portfolio" is WTBN's weight in each manager's 13F, not the share of Wisdomtree Bianco TR Fund the manager owns.