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Wisdomtree Bianco TR Fund (WTBN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares2,444,453 from 2,256,946
Change+187,507 (+8%)
Value$58.6K (-$56.7M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares434,185 from 425,551
Change+8,634 (+2%)
Value$10.4M (-$304.4K)
Filed 2026-11-06
Park Edge Advisors, LLC
DECREASED
Shares220,311 from 233,609
Change-13,298 (-6%)
Value$5.3M (-$599.1K)
Filed 2026-10-28
Lionsbridge Wealth Management LLC
DECREASED
Shares77,462 from 81,542
Change-4,080 (-5%)
Value$1.9M (-$195.7K)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares23,103 from 23,103
Change0 (0%)
Value$553.3K (-$27.8K)
Filed 2026-10-14
ForthRight Wealth Management, LLC
CLOSED
Shares0 from 13,142
Change-13,142 (-100%)
Value$0 (-$330.5K)
Filed 2026-11-06
&partners
N/A
Shares— from 314,141
Change-314,141 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 308,952
Change-308,952 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 60,488
Change-60,488 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 45,228
Change-45,228 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,531
Change-13,531 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED2,444,4532,256,946+187,507+8%$56.8M$58.6K-$56.7M2026-11-05
LPL Financial LLC
INCREASED434,185425,551+8,634+2%$10.7M$10.4M-$304.4K2026-11-06
Park Edge Advisors, LLC
DECREASED220,311233,609-13,298-6%$5.9M$5.3M-$599.1K2026-10-28
Lionsbridge Wealth Management LLC
DECREASED77,46281,542-4,080-5%$2.1M$1.9M-$195.7K2026-10-26
Hilltop National Bank
UNCHANGED23,10323,10300%$581.0K$553.3K-$27.8K2026-10-14
ForthRight Wealth Management, LLC
CLOSED013,142-13,142-100%$330.5K$0-$330.5K2026-11-06
&partners
N/A—314,141-314,141-100%$7.9M———
Envestnet Asset Management Inc
N/A—308,952-308,952-100%$7.8M———
Steward Partners Investment Advisory, LLC
N/A—60,488-60,488-100%$1.5M———
Royal Bank of Canada
N/A—45,228-45,228-100%$1.1M———
Raymond James Financial Inc
N/A—13,531-13,531-100%$340.3K———
Showing 11 of 11 institutions