WisdomTree Balanced Income Fund
WBAL
WBAL was delisted on the 17th of January, 2020.
3 hedge funds and large institutions have $988K invested in WisdomTree Balanced Income Fund in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $957K → $988K (+$31K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$202 |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $725K | +$202 | +8 | +0% |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $263K | – | – | – |
|
|
PFGIA
3
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -70 | Closed |
|
|
4
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|
WBAL Hedge Fund Activity: Q4 2019 in Review
3 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Balanced Income Fund (WBAL) for Q4 2019, worth a combined $988K — up 3.2% from $957K a quarter earlier.
Fund positioning in WBAL was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $202. The largest seller was Patriot Financial Group Insurance Agency, exiting entirely with an estimated $2K sold.
- 3 institutional investors held WisdomTree Balanced Income Fund (WBAL) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $988K of WisdomTree Balanced Income Fund stock for Q4 2019, up 3.2% quarter-over-quarter.
- 1 fund opened new WisdomTree Balanced Income Fund positions in Q4 2019 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Balanced Income Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $202 added.
- The largest WisdomTree Balanced Income Fund seller in Q4 2019 was Patriot Financial Group Insurance Agency, an estimated $2K sold.
Based on aggregated 13F filings for Q4 2019.