UBS Group’s WisdomTree Balanced Income Fund WBAL Stock Holding History

UBS 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 Q3	–	Sell	-139	Closed	-$3K	–	8487
2019 Q2	$3K	Buy	139 +100	+256%	+$2.44K	﹤0.01%	7580
2019 Q1	$1K	Sell	39 -32	-45%	-$761	﹤0.01%	7629
2018 Q4	$2K	Buy	71 +30	+73%	+$700	﹤0.01%	7844
2018 Q3	$1K	Buy	+41	New	+$994	﹤0.01%	7902

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

PFGIA

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

UBS Group's WBAL Position: Q3 2019 in Review

UBS Group sold out of WisdomTree Balanced Income Fund (WBAL) in Q3 2019, closing a stake of 139 shares — an estimated $3K sold.

UBS Group first reported a position in WBAL in Q3 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 3 funds tracked by Wall St. Rank hold WBAL as of Q3 2019.

UBS Group reported no remaining WisdomTree Balanced Income Fund position as of Q3 2019 after selling out during the quarter.
UBS Group sold 139 WisdomTree Balanced Income Fund shares in Q3 2019, an estimated $3K.
UBS Group first reported a position in WisdomTree Balanced Income Fund in Q3 2018 and held it in 4 quarters.
UBS Group's WisdomTree Balanced Income Fund position peaked at $3K in Q2 2019.
3 funds tracked by Wall St. Rank held WisdomTree Balanced Income Fund as of Q3 2019.

Based on UBS Group's 13F filing for Q3 2019, filed 14 Nov 2019.