Envestnet Asset Management’s WisdomTree Balanced Income Fund WBAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$45.7K | ﹤0.01% | 2754 |
|
|
2019
Q2 | $207K | Hold |
8,396
| – | – | ﹤0.01% | 2872 |
|
|
2019
Q1 | $204K | Buy |
+8,396
| New | +$204K | ﹤0.01% | 2829 |
|