Private Advisor Group’s WisdomTree Balanced Income Fund WBAL Stock Holding History

Private Advisor Group’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 Q2	–	Sell	-11,800	Closed	-$287K	–	1753
2019 Q1	$287K	Buy	+11,800	New	+$281K	0.01%	1216

Other funds holding WBAL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Private Advisor Group's WBAL Position: Q2 2019 in Review

Private Advisor Group sold out of WisdomTree Balanced Income Fund (WBAL) in Q2 2019, closing a stake of 11,800 shares — an estimated $287K sold.

Private Advisor Group first reported a position in WBAL in Q1 2019 and held it in 1 quarter. The position peaked at $287K in Q1 2019. 4 funds tracked by Wall St. Rank hold WBAL as of Q2 2019.

Private Advisor Group reported no remaining WisdomTree Balanced Income Fund position as of Q2 2019 after selling out during the quarter.
Private Advisor Group sold 11,800 WisdomTree Balanced Income Fund shares in Q2 2019, an estimated $287K.
Private Advisor Group first reported a position in WisdomTree Balanced Income Fund in Q1 2019 and held it in 1 quarter.
Private Advisor Group's WisdomTree Balanced Income Fund position peaked at $287K in Q1 2019.
4 funds tracked by Wall St. Rank held WisdomTree Balanced Income Fund as of Q2 2019.

Based on Private Advisor Group's 13F filing for Q2 2019, filed 14 Aug 2019.