WisdomTree Bianco Fixed Income Total Return Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 2.26 M | $56.76 M | 6.28% | 51.83% |
| LPL FINANCIAL LLC | 08/07/2026 | 425.55 K | $10.70 M | 1,252.03% | 9.77% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 308.95 K | $7.77 M | 5.98% | 7.25% |
| &PARTNERS | 08/14/2026 | 314.14 K | $7.92 M | 5.58% | 7.21% |
| PARK EDGE ADVISORS, LLC | 07/13/2026 | 233.61 K | $5.87 M | 2.66% | 5.37% |
| LIONSBRIDGE WEALTH MANAGEMENT LLC | 08/05/2026 | 81.54 K | $2.05 M | -4.50% | 1.87% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 60.49 K | $1.52 M | -16.97% | 1.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 45.23 K | $1.14 M | 0.35% | 1.04% |
| HILLTOP NATIONAL BANK | 07/02/2026 | 23.10 K | $581.01 K | 0.00% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 13.53 K | $340.29 K | 0.00% | 0.31% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 08/07/2026 | 13.14 K | $330.51 K | 100.00% | 0.30% |
| SANCHEZ WEALTH MANAGEMENT GROUP | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Bianco Fixed Income Total Return Fund institutional Ownership - FAQ's
During the previous two years, 11 institutional investors and hedge funds held shares of WisdomTree Bianco Fixed Income Total Return Fund. The most heavily invested institutionals were:
Park Edge Advisors, LLC: 220,311
Lionsbridge Wealth Management LLC: 77,462
THRIVENT FINANCIAL FOR LUTHERANS: 2.26 M
LPL Financial LLC: 425,551
&PARTNERS: 314,141
ENVESTNET ASSET MANAGEMENT INC: 308,952
88.65% of WisdomTree Bianco Fixed Income Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.74 M shares in the last 24 months. This purchase volume represents approximately $95.60 M in transactions.