Patriot Financial Group Insurance Agency’s WisdomTree Balanced Income Fund WBAL Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q4	–	Sell	-70	Closed	-$2K	–	1511
2019 Q3	$2K	Hold	70	–	–	﹤0.01%	1137
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	1167
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	1066
2018 Q4	$2K	Buy	+70	New	+$1.63K	﹤0.01%	868

Other funds holding WBAL

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WBAL Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Balanced Income Fund (WBAL) in Q4 2019, closing a stake of 70 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in WBAL in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 3 funds tracked by Wall St. Rank hold WBAL as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Balanced Income Fund position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 70 WisdomTree Balanced Income Fund shares in Q4 2019, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Balanced Income Fund in Q4 2018 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Balanced Income Fund position peaked at $2K in Q3 2019.
3 funds tracked by Wall St. Rank held WisdomTree Balanced Income Fund as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.