# WisdomTree Balanced Income Fund

WisdomTree Balanced Income Fund is a ETF series of WisdomTree Trust (series S000060002). Net assets $3.8M as of 2019-12-31. Index fund.

## Profile

- Series ID: S000060002
- Registrant: WisdomTree Trust
- LEI: 549300JGKDF8U84G2345
- Net assets: $3.8M
- Total assets: $4.2M
- As of: 2019-12-31
- Type: ETF, Index, Fund of funds

## Advisers

- [Mellon Investments Corporation (Subadvisor)](https://search.stillhousedata.com/firm/105764)
- [WisdomTree Asset Management, Inc. (Advisor)](https://search.stillhousedata.com/firm/139684)

## Top holdings (12 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [WisdomTree US High Dividend Fund](https://search.stillhousedata.com/security/97717W208) | — | $841K | 2189.39% |
| [WisdomTree Yield Enhanced US Aggregate Bond Fund](https://search.stillhousedata.com/security/97717X511) | — | $758K | 1973.49% |
| [WisdomTree Trust - WisdomTree International High Dividend Fund](https://search.stillhousedata.com/security/97717W802) | — | $450K | 1169.75% |
| [WisdomTree US LargeCap Dividend Fund](https://search.stillhousedata.com/security/97717W307) | — | $427K | 1110.30% |
| [State Street Global Advisors](https://search.stillhousedata.com/security/857492706) | — | $356K | 925.60% |
| [Wisdomtree Dynamic Currency Hedged International Equity Fund](https://search.stillhousedata.com/security/97717X263) | — | $346K | 901.59% |
| [Wisdomtree Emerging Markets Dividend Fund](https://search.stillhousedata.com/security/97717X214) | — | $258K | 672.65% |
| [WisdomTree Interest Rate Hedged High Yield Bond Fund](https://search.stillhousedata.com/security/97717W430) | — | $210K | 546.54% |
| [WisdomTree US Corporate Bond Fund](https://search.stillhousedata.com/security/97717X198) | — | $209K | 542.59% |
| [WisdomTree Emerging Markets Local Debt Fund](https://search.stillhousedata.com/security/97717X867) | — | $140K | 363.98% |
| [iShares MBS ETF](https://search.stillhousedata.com/security/464288588) | — | $103K | 266.85% |
| [iShares 20+ Year Treasury Bond ETF](https://search.stillhousedata.com/security/464287432) | — | $100K | 259.82% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2019-12-31 | $3.8M |
| 2019-09-30 | $3.7M |

## More

- [Registrant: WisdomTree Trust](https://search.stillhousedata.com/registrant/1350487)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000060002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.