Jeff Yass’s WisdomTree Balanced Income Fund WBAL Stock Holding History

Jeff Yass’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	-28,256	Closed	-$725K	–	11359
2019 Q4	$725K	Buy	28,256 +8	+0%	+$202	﹤0.01%	6191
2019 Q3	$701K	Buy	28,248 +9,945	+54%	+$245K	﹤0.01%	6529
2019 Q2	$451K	Buy	18,303 +4,601	+34%	+$112K	﹤0.01%	7477
2019 Q1	$333K	Sell	13,702 -3,972	-22%	-$94.5K	﹤0.01%	7042
2018 Q4	$397K	Buy	+17,674	New	+$413K	﹤0.01%	6472
2018 Q2	–	Sell	-73,040	Closed	-$1.78M	–	10815
2018 Q1	$1.78M	Sell	73,040 -25,155	-26%	-$628K	﹤0.01%	4147
2017 Q4	$2.46M	Buy	+98,195	New	+$2.46M	﹤0.01%	3555

Jeff Yass's WBAL Position: Q1 2020 in Review

Jeff Yass sold out of WisdomTree Balanced Income Fund (WBAL) in Q1 2020, closing a stake of 28,256 shares — an estimated $725K sold.

Jeff Yass first reported a position in WBAL in Q4 2017 and held it in 7 quarters. The position peaked at $2.46M in Q4 2017. 0 funds tracked by Wall St. Rank hold WBAL as of Q1 2020.

Jeff Yass reported no remaining WisdomTree Balanced Income Fund position as of Q1 2020 after selling out during the quarter.
Jeff Yass sold 28,256 WisdomTree Balanced Income Fund shares in Q1 2020, an estimated $725K.
Jeff Yass first reported a position in WisdomTree Balanced Income Fund in Q4 2017 and held it in 7 quarters.
Jeff Yass's WisdomTree Balanced Income Fund position peaked at $2.46M in Q4 2017.
0 funds tracked by Wall St. Rank held WisdomTree Balanced Income Fund as of Q1 2020.

Based on Susquehanna International Group's 13F filing for Q1 2020, filed 15 May 2020.