Wells Fargo’s WisdomTree Balanced Income Fund WBAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1
Closed 7280
2019
Q4
$0 Buy
+1
New +$25 ﹤0.01% 6984

Wells Fargo's WBAL Position: Q1 2020 in Review

Wells Fargo sold out of WisdomTree Balanced Income Fund (WBAL) in Q1 2020, closing a stake of 1 share.

Wells Fargo first reported a position in WBAL in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 0 funds tracked by Wall St. Rank hold WBAL as of Q1 2020.

  • Wells Fargo reported no remaining WisdomTree Balanced Income Fund position as of Q1 2020 after selling out during the quarter.
  • Wells Fargo sold 1 WisdomTree Balanced Income Fund share in Q1 2020.
  • Wells Fargo first reported a position in WisdomTree Balanced Income Fund in Q4 2019 and held it in 1 quarter.
  • Wells Fargo's WisdomTree Balanced Income Fund position peaked at $0 in Q4 2019.
  • 0 funds tracked by Wall St. Rank held WisdomTree Balanced Income Fund as of Q1 2020.

Based on Wells Fargo's 13F filing for Q1 2020, filed 14 May 2020.