Bank of America’s WisdomTree BioRevolution Fund WDNA Stock Holding History

Bank of America’s Portfolio WDNA Stock Details WDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$8K	–	8462
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	7289
2022 Q2	$9K	Buy	+500	New	+$9.04K	﹤0.01%	7439

Other funds holding WDNA

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America's WDNA Position: Q4 2022 in Review

Bank of America sold out of WisdomTree BioRevolution Fund (WDNA) in Q4 2022, closing a stake of 500 shares — an estimated $8K sold.

Bank of America first reported a position in WDNA in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 6 funds tracked by Wall St. Rank hold WDNA as of Q4 2022.

Bank of America reported no remaining WisdomTree BioRevolution Fund position as of Q4 2022 after selling out during the quarter.
Bank of America sold 500 WisdomTree BioRevolution Fund shares in Q4 2022, an estimated $8K.
Bank of America first reported a position in WisdomTree BioRevolution Fund in Q2 2022 and held it in 2 quarters.
Bank of America's WisdomTree BioRevolution Fund position peaked at $9K in Q2 2022.
6 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.