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WBAL

WisdomTree Balanced Income Fund
WBAL

Delisted

WBAL was delisted on the 17th of January, 2020.

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3 hedge funds and large institutions have $957K invested in WisdomTree Balanced Income Fund in 2019 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $663K → $957K (+$294K)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$245K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.4K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$701K +$245K +9,945 +54%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254K +$45.4K +1,841 +22%
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
UBS Group
4
UBS Group
Switzerland
– -$3K -139 Closed

WBAL Hedge Fund Activity: Q3 2019 in Review

3 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Balanced Income Fund (WBAL) for Q3 2019, worth a combined $957K — up 44% from $663K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WBAL and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, adding an estimated $245K. The largest seller was UBS Group, exiting entirely with an estimated $3K sold.

  • 3 institutional investors held WisdomTree Balanced Income Fund (WBAL) as of Q3 2019, down from 4 in Q2 2019.
  • Funds reported $957K of WisdomTree Balanced Income Fund stock for Q3 2019, up 44% quarter-over-quarter.
  • 0 funds opened new WisdomTree Balanced Income Fund positions in Q3 2019 and 1 closed out, a net change of -1 holder.
  • The largest WisdomTree Balanced Income Fund buyer in Q3 2019 was Susquehanna International Group, an estimated $245K added.
  • The largest WisdomTree Balanced Income Fund seller in Q3 2019 was UBS Group, an estimated $3K sold.

Based on aggregated 13F filings for Q3 2019.