WISDOMTREE TR

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

WTBN (WISDOMTREE TR) is held by 6 institutional investors as of Q1 2026. Largest holders: &PARTNERS ($7.5M), ENVESTNET ASSET MANAGEMENT INC ($7.4M), Steward Partners Investment Advisory, LLC ($1.8M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (6)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
&PARTNERS	Increased	297,543(+16.1%)	$7.5M	0.0%	+0.82%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	291,515(+16.9%)	$7.4M	0.0%	+0.82%	32
Steward Partners Investment Advisory, LLC	Increased	72,855(+254.3%)	$1.8M	0.0%	-1.74%	42
ROYAL BANK OF CANADA	Unchanged	45,072	$1.1M	0.0%	-2.04%	0
LPL Financial LLC	New	31,475	$796,202	0.0%	-2.54%	34
RAYMOND JAMES FINANCIAL INC	Increased	13,531(+69.1%)	$342,290	0.0%	-1.74%	35
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$251,292	0.0%	+0.51%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer