Wisdomtree Bianco TR FundWTBNETF
13F holders, Q1 2025 (March 31)8holders −2
1new positions
3sold out
1famous investor
$25.24avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Wisdomtree Bianco TR Fund (WTBN) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Park Edge Advisors, LLC ($3.5M), &partners ($3.1M) and Envestnet Asset Management Inc. ($3.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $207K |
| Exits | 3 | $579K |
All 13F filers, Q4 2024 → Q1 2025: 78,851 shares bought and 25,304 shares sold, net +53,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Park Edge Advisors, LLC | 0.98% | Add +9.6% | 139,302 | $3.5M |
| &partners | 0.03% | Add +33.0% | 121,775 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.3% | 118,481 | $3.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 60,254 | $1.5M |
| Lionsbridge Wealth Management LLC | 0.46% | Reduce -8.7% | 20,712 | $523K |
| Citadel Advisors | 0.00% | New | 8,179 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is WTBN's weight in each manager's 13F, not the share of Wisdomtree Bianco TR Fund the manager owns.