WB
| |
WisdomTree Balanced Income Fund | WBALETF | |
| WisdomTree Trust | |
| Last update 2021-10-20 | 10 Stocks (0 new) |
| Value $4.00 Mil | Turnover 1 % |
WisdomTree Balanced Income Fun... Top Holdings of 2019-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS | WisdomTree U.S. High Dividend Fund | 10,954 | 841.4 | -0.13% | 21.900 | -0.03% | 0.090 | +7.04% | +14.24% | 1,510.9 | ||
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 14,515 | 758.4 | +0.31% | 19.740 | +0.06% | 0.070 | +2.21% | +1.23% | 877.0 | ||
DTH |
WisdomTree International High Dividend Fund
WisdomTree International High Dividend Fund
| 10,693 | 449.5 | +1.59% | 11.700 | +0.18% | 0.210 | +4.63% | +7.01% | 648.5 | ||
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 8,056 | 426.7 | -5.62% | 11.110 | -0.64% | 0.010 | +8.84% | +9.86% | 6,099.9 | ||
DDWM |
WisdomTree Dynamic Currency Hedged International E
WisdomTree Dynamic Currency Hedged International E
| 11,435 | 346.5 | -1.58% | 9.020 | -0.14% | 0.230 | +7.75% | +7.01% | 1,417.8 | ||
RESE |
WisdomTree Emerging Markets ESG Fund
WisdomTree Emerging Markets ESG Fund
| 7,869 | 258.5 | +0.81% | 6.730 | +0.05% | 0.980 | -1.63% | -5.02% | 22.2 | ||
HYZD |
WisdomTree BofA Merrill Lynch High Yield Bond Zero
WisdomTree BofA Merrill Lynch High Yield Bond Zero
| 9,065 | 210.0 | +10.86% | 5.470 | +0.54% | 0.080 | +2.85% | +2.65% | 235.9 | ||
ELD |
WisdomTree Emerging Market Local Debt Fund
WisdomTree Emerging Market Local Debt Fund
| 3,892 | 139.9 | +2.80% | 3.640 | +0.10% | 0.100 | +4.26% | +0.83% | 134.3 | ||
MBB | iShares MBS ETF | 949 | 102.5 | +4.86% | 2.670 | +0.12% | 0.000 | +2.02% | +1.45% | 39,538.3 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 737 | 99.8 | -6.71% | 2.600 | -0.20% | 0.000 | +2.64% | +2.13% | 41,478.5 |
WisdomTree Balanced Income Fund's Historical Top Holdings Breakdowns
WisdomTree Balanced Income Fund Total Holding History ($B)
WisdomTree Balanced Income Fund's Asset Allocation
WisdomTree Balanced Income Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WisdomTree Balanced Income Fund's Hypothetical Growth since 2019-12-31
WisdomTree Balanced Income Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
WisdomTree Balanced Income Fund's Holdings Heat Map
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WisdomTree Balanced Income Fund's Holdings Bubble Chart
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