WISDOMTREE TR

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WTBN·97717Y451·US·ETF·Unknown - Unknown

WTBN (WISDOMTREE TR) is held by 6 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($10.7M), &PARTNERS ($7.9M), ENVESTNET ASSET MANAGEMENT INC ($7.8M). Net institutional sentiment: Bullish.

6

Holders

(1 Elite)

$29.4M

Total Value

80% (5)

Consensus

4 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)62

Activist (13D/13G)75

Congressional (STOCK Act)44

Holder Quality

48

★★★★★

Elite

30

★★★★

Strong

56

★★★

Solid

14

★★

Below

63

★

Weak

Held by 6 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WTBN.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	425,551(+1252.0%)	$10.7M	0.0%	-1.09%	45
&PARTNERS	Increased	314,141(+5.6%)	$7.9M	0.0%	+1.80%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	308,952(+6.0%)	$7.8M	0.0%	+1.79%	29
Steward Partners Investment Advisory, LLC	Decreased	60,488(-17.0%)	$1.5M	0.0%	-0.13%	0
ROYAL BANK OF CANADA	Increased	45,228(+0.3%)	$1.1M	0.0%	-0.88%	25
RAYMOND JAMES FINANCIAL INC	Unchanged	13,531	$340,288	0.0%	-0.34%	0

WTBNWISDOMTREE TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer