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WBAL
WisdomTree Balanced Income Fund
WBAL
WBAL
Delisted
WBAL was delisted on the 17th of January, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $701K | +$245K | +9,945 | +54% |
|
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
| $254K | +$45.4K | +1,841 | +22% |
|
| 3 |
PFGIA
3
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| – | -$3K | -139 | Closed |
|