WisdomTree Balanced Income Fund
WBAL
WBAL was delisted on the 17th of January, 2020.
3 hedge funds and large institutions have $401K invested in WisdomTree Balanced Income Fund in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
58% less capital invested
Capital invested by funds: $961K → $401K (-$560K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$413K |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$1.63K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$700 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$960K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $397K | +$413K | +17,674 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $2K | +$700 | +30 | +73% |
|
|
PFGIA
3
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | +$1.63K | +70 | New |
|
|
4
Jane Street
New York
| – | -$960K | -39,525 | Closed |
|
WBAL Hedge Fund Activity: Q4 2018 in Review
3 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Balanced Income Fund (WBAL) for Q4 2018, worth a combined $401K — down 58% from $961K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WBAL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $413K. The largest seller was Jane Street, exiting entirely with an estimated $960K sold.
- 3 institutional investors held WisdomTree Balanced Income Fund (WBAL) as of Q4 2018, up from 2 in Q3 2018.
- Funds reported $401K of WisdomTree Balanced Income Fund stock for Q4 2018, down 58% quarter-over-quarter.
- 2 funds opened new WisdomTree Balanced Income Fund positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Balanced Income Fund buyer in Q4 2018 was Susquehanna International Group, an estimated $413K added.
- The largest WisdomTree Balanced Income Fund seller in Q4 2018 was Jane Street, an estimated $960K sold.
Based on aggregated 13F filings for Q4 2018.