WisdomTree Bianco Total Return Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $66.3M. THRIVENT FINANCIAL FOR LUTHERANS is the largest holder with a position valued at $46.3M.
Overview of institutional ownership in WTBN as of Q3 2025
Institutions with the largest positions in WTBN as of Q3 2025
| Institution | Position Value |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $46.3M 0.10% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $6.4M 0.04% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $6.2M 0.00% of portfolio |
P Park Edge Advisors, LLC RIA/Wealth | $4.4M 1.01% of portfolio |
L Lionsbridge Wealth Management LLC RIA/Wealth | $2.2M 2.33% of portfolio |
$527.7K 0.00% of portfolio | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $205.3K 0.00% of portfolio |
JPMORGAN CHASE & CO Institution | $75.0K 0.00% of portfolio |
FMR LLC Institution | $26.0 0.00% of portfolio |
Sound Income Strategies, LLC RIA/Wealth | $13.0 0.00% of portfolio |
Institutional buying and selling activity for WTBN in Q3 2025
| Institution | Net Bought |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$46.3M +1.8M shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$698.2K +27.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$642.6K +25.0K shares |
P Park Edge Advisors, LLC RIA/Wealth | +$336.9K +13.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$205.3K +8.0K shares |
+$146.3K +5.7K shares | |
JPMORGAN CHASE & CO Institution | +$12.3K +481.0 shares |
FMR LLC Institution | +$26.0 +1.0 shares |
| Institution | Net Sold |
|---|---|
L Lionsbridge Wealth Management LLC RIA/Wealth | −$93.4K −3.6K shares |
Institutions that initiated new positions or completely exited WTBN in Q3 2025
| Institution | Position Value |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $205.3K 8.0K shares |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in WTBN as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with WTBN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
L Lionsbridge Wealth Management LLC RIA/Wealth | 2.33% $2.2M |
P Park Edge Advisors, LLC RIA/Wealth | 1.01% $4.4M |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | 0.10% $46.3M |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | 0.04% $6.4M |
0.00% $527.7K | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% $6.2M |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% $205.3K |
JPMORGAN CHASE & CO Institution | 0.00% $75.0K |
Sound Income Strategies, LLC RIA/Wealth | 0.00% $13.0 |
FMR LLC Institution | 0.00% $26.0 |
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