Envestnet Asset Management’s WisdomTree Balanced Income Fund WBAL Stock Holding History

Envestnet Asset Management’s Portfolio WBAL Stock Details WBAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,237	Closed	-$263K	–	3227
2019 Q4	$263K	Hold	10,237	–	–	﹤0.01%	2793
2019 Q3	$254K	Buy	10,237 +1,841	+22%	+$45.4K	﹤0.01%	2754
2019 Q2	$207K	Hold	8,396	–	–	﹤0.01%	2872
2019 Q1	$204K	Buy	+8,396	New	+$200K	﹤0.01%	2829

Envestnet Asset Management's WBAL Position: Q1 2020 in Review

Envestnet Asset Management sold out of WisdomTree Balanced Income Fund (WBAL) in Q1 2020, closing a stake of 10,237 shares — an estimated $263K sold.

Envestnet Asset Management first reported a position in WBAL in Q1 2019 and held it in 4 quarters. The position peaked at $263K in Q4 2019. 0 funds tracked by Wall St. Rank hold WBAL as of Q1 2020.

Envestnet Asset Management reported no remaining WisdomTree Balanced Income Fund position as of Q1 2020 after selling out during the quarter.
Envestnet Asset Management sold 10,237 WisdomTree Balanced Income Fund shares in Q1 2020, an estimated $263K.
Envestnet Asset Management first reported a position in WisdomTree Balanced Income Fund in Q1 2019 and held it in 4 quarters.
Envestnet Asset Management's WisdomTree Balanced Income Fund position peaked at $263K in Q4 2019.
0 funds tracked by Wall St. Rank held WisdomTree Balanced Income Fund as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.