C000196392 SEC Filings — WisdomTree Balanced Income Fund

Data updated: 2020-02-10

Seven SEC filings are listed: 3 prospectuses (latest Nov 19, 2019), 2 quarterly N-PORT holdings reports (latest Feb 10, 2020), 1 annual N-CEN report (latest Sep 13, 2019) and 1 N-CEN/A (latest Feb 6, 2019).

C000196392 Prospectus (485BPOS)

Objective, strategy, fees and risks. 3 filings on SEC EDGAR.

C000196392 Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 2 filings on SEC EDGAR.

C000196392 Annual census (N-CEN)

Service providers, brokerage and operations. 1 filing on SEC EDGAR.

Filed Sep 13, 2019

C000196392 Annual census, amended (N-CEN/A) (N-CEN/A)

1 filing on SEC EDGAR.

Filed Feb 6, 2019

Browse every WisdomTree Balanced Income Fund filing on SEC EDGAR

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.