WB

WisdomTree Balanced Income Fund | WBAL

ETF
WisdomTree Trust
Last update 2021-10-20 10 Stocks (0 new)
Value $4.00 Mil Turnover 1 %
Countries:
Top Holdings: DHS(21.90%)AGGY(19.74%)DTH(11.70%)DLN(11.11%)DDWM(9.02%)
Summary Stock Picks Current Portfolio
WisdomTree Balanced Income Fun... Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DHS
WisdomTree U.S. High Dividend Fund
10,954
841.4
-0.13%
21.900
-0.03%
0.090
-2.41%
+2.50%
1,220.0
 
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
14,515
758.4
+0.31%
19.740
+0.06%
0.070
+0.79%
+1.19%
781.7
 
DTH
WisdomTree International High Dividend Fund
WisdomTree International High Dividend Fund
10,693
449.5
+1.59%
11.700
+0.18%
0.210
+7.80%
+22.21%
427.1
 
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
8,056
426.7
-5.62%
11.110
-0.64%
0.010
+2.87%
+4.97%
4,969.0
 
DDWM
WisdomTree Dynamic Currency Hedged International E
WisdomTree Dynamic Currency Hedged International E
11,435
346.5
-1.58%
9.020
-0.14%
0.230
+6.66%
+15.50%
625.4
 
RESE
WisdomTree Emerging Markets ESG Fund
WisdomTree Emerging Markets ESG Fund
7,869
258.5
+0.81%
6.730
+0.05%
0.980
-1.63%
-5.02%
22.2
 
HYZD
WisdomTree BofA Merrill Lynch High Yield Bond Zero
WisdomTree BofA Merrill Lynch High Yield Bond Zero
9,065
210.0
+10.86%
5.470
+0.54%
0.080
+1.41%
+0.45%
174.3
 
ELD
WisdomTree Emerging Market Local Debt Fund
WisdomTree Emerging Market Local Debt Fund
3,892
139.9
+2.80%
3.640
+0.10%
0.100
+6.37%
+10.19%
72.7
 
MBB
iShares MBS ETF
949
102.5
+4.86%
2.670
+0.12%
0.000
+1.61%
+3.83%
39,200.2
 
TLT
iShares 20+ Year Treasury Bond ETF
737
99.8
-6.71%
2.600
-0.20%
0.000
-0.63%
+1.85%
49,025.5
 

WisdomTree Balanced Income Fund's Historical Top Holdings Breakdowns

WisdomTree Balanced Income Fund Total Holding History ($B)

To

WisdomTree Balanced Income Fund's Asset Allocation

To

WisdomTree Balanced Income Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree Balanced Income Fund's Hypothetical Growth since 2019-12-31

WisdomTree Balanced Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree Balanced Income Fund's Holdings Heat Map

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WisdomTree Balanced Income Fund's Holdings Bubble Chart

WisdomTree Balanced Income Fund News

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