SEC 13F Intelligence

Lionsbridge Wealth Management LLC / WTBN

Lionsbridge Wealth Management LLC’s Wisdomtree Tr Position

Does Lionsbridge Wealth Management LLC own Wisdomtree Tr (WTBN)? Yes — 85.4K shares worth $2M (+2.17% of its 13F portfolio) as of Q1 2026, down from 90.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
85.4K
% of Portfolio
+2.17%
Quarters Held
7
currently held

Position History WTBN

Reported value by quarter
Q3 ’24: $618,983Q3 ’24Q4 ’24: $562,728Q4 ’24Q1 ’25: $522,997Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.4K$2M+2.17%
Q4 202590.7K$2M+2.34%
Q3 202586.8K$2M+2.20%
Q2 202590.5K$2M+2.29%
Q1 202520.7K$522,997+0.46%
Q4 202422.7K$562,728+0.47%
Q3 202424.1K$618,983+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of WTBN.