WisdomTree Balanced Income Fund
WBAL
WBAL was delisted on the 17th of January, 2020.
4 hedge funds and large institutions have $663K invested in WisdomTree Balanced Income Fund in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
33% less funds holding
Funds holding: 6 → 4 (-2)
46% less capital invested
Capital invested by funds: $1.24M → $663K (-$573K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$409K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $451K | +$112K | +4,601 | +34% |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $207K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $3K | +$2.44K | +100 | +256% |
|
|
PFGIA
4
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
5
Jane Street
New York
| – | -$409K | -16,831 | Closed |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| – | -$287K | -11,800 | Closed |
|
WBAL Hedge Fund Activity: Q2 2019 in Review
4 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Balanced Income Fund (WBAL) for Q2 2019, worth a combined $663K — down 46% from $1.24M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WBAL and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $112K. The largest seller was Jane Street, exiting entirely with an estimated $409K sold.
- 4 institutional investors held WisdomTree Balanced Income Fund (WBAL) as of Q2 2019, down from 6 in Q1 2019.
- Funds reported $663K of WisdomTree Balanced Income Fund stock for Q2 2019, down 46% quarter-over-quarter.
- 0 funds opened new WisdomTree Balanced Income Fund positions in Q2 2019 and 2 closed out, a net change of -2 holders.
- The largest WisdomTree Balanced Income Fund buyer in Q2 2019 was Susquehanna International Group, an estimated $112K added.
- The largest WisdomTree Balanced Income Fund seller in Q2 2019 was Jane Street, an estimated $409K sold.
Based on aggregated 13F filings for Q2 2019.