WisdomTree Balanced Income Fund
WBAL
WBAL was delisted on the 17th of January, 2020.
6 hedge funds and large institutions have $1.24M invested in WisdomTree Balanced Income Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
208% more capital invested
Capital invested by funds: $401K → $1.24M (+$835K)
100% more funds holding
Funds holding: 3 → 6 (+3)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$400K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$281K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$94.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$761 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $409K | +$400K | +16,831 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $333K | -$94.5K | -3,972 | -22% |
|
|
PAG
3
Private Advisor Group
Morristown,
New Jersey
| $287K | +$281K | +11,800 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $204K | +$200K | +8,396 | New |
|
|
PFGIA
5
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $1K | -$761 | -32 | -45% |
|
WBAL Hedge Fund Activity: Q1 2019 in Review
6 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Balanced Income Fund (WBAL) for Q1 2019, worth a combined $1.24M — up 208% from $401K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WBAL positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $400K. The largest seller was Susquehanna International Group, cutting an estimated $94.5K.
- 6 institutional investors held WisdomTree Balanced Income Fund (WBAL) as of Q1 2019, up from 3 in Q4 2018.
- Funds reported $1.24M of WisdomTree Balanced Income Fund stock for Q1 2019, up 208% quarter-over-quarter.
- 3 funds opened new WisdomTree Balanced Income Fund positions in Q1 2019 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Balanced Income Fund buyer in Q1 2019 was Jane Street, an estimated $400K added.
- The largest WisdomTree Balanced Income Fund seller in Q1 2019 was Susquehanna International Group, an estimated $94.5K sold.
Based on aggregated 13F filings for Q1 2019.