Wisdomtree Bianco TR FundWTBNETF
13F holders, Q2 2025 (June 30)7holders −1
1new positions
2sold out
$25.45avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Wisdomtree Bianco TR Fund (WTBN) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were &partners ($5.6M), Envestnet Asset Management Inc. ($5.5M) and Park Edge Advisors, LLC ($4.0M).
- Company
- Wisdomtree Bianco TR Fund
- CUSIP
- 97717Y451
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $62K |
| Exits | 2 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 302,982 shares bought and 68,433 shares sold, net +234,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| &partners | 0.04% | Add +81.9% | 221,493 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +83.7% | 217,621 | $5.5M |
| Park Edge Advisors, LLC | 1.02% | Add +12.3% | 156,458 | $4.0M |
| Lionsbridge Wealth Management LLC | 2.29% | Add +336.8% | 90,479 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14761.0% | 14,861 | $378K |
| JPMorgan Chase & Co. | 0.00% | New | 2,440 | $62K |
| 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.