Blue Bell Private Wealth Management’s WisdomTree BioRevolution Fund WDNA Stock Holding History

Blue Bell Private Wealth Management’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	-80	Closed	-$1K	–	743
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	719
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	771
2022 Q1	$2K	Hold	80	–	–	﹤0.01%	722
2021 Q4	$2K	Buy	+80	New	+$1.97K	﹤0.01%	723

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

Blue Bell Private Wealth Management's WDNA Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of WisdomTree BioRevolution Fund (WDNA) in Q4 2022, closing a stake of 80 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in WDNA in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 6 funds tracked by Wall St. Rank hold WDNA as of Q4 2022.

Blue Bell Private Wealth Management reported no remaining WisdomTree BioRevolution Fund position as of Q4 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 80 WisdomTree BioRevolution Fund shares in Q4 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in WisdomTree BioRevolution Fund in Q4 2021 and held it in 4 quarters.
Blue Bell Private Wealth Management's WisdomTree BioRevolution Fund position peaked at $2K in Q1 2022.
6 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.