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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree BioRevolution Fund WDNA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q4 		– Sell
-181
Closed -$2.87K – 607
2025
Q3 		$2.87K Hold
181
– – ﹤0.01% 468
2025
Q2 		$2.48K Hold
181
– – ﹤0.01% 425
2025
Q1 		$2.32K Sell
181
-339
-65% -$4.84K ﹤0.01% 413
2024
Q4 		$7.47K Sell
520
-3,428
-87% -$53.6K ﹤0.01% 383
2024
Q3 		$65.3K Buy
3,948
+165
+4% +$2.71K 0.03% 193
2024
Q2 		$59.7K Buy
3,783
+3,263
+628% +$52.3K 0.03% 193
2024
Q1 		$8.93K Hold
520
– – 0.01% 282
2023
Q4 		$8.77K Buy
520
+341
+191% +$5.14K 0.01% 255
2023
Q3 		$2.71K Hold
179
– – ﹤0.01% 238
2023
Q2 		$3.12K Hold
179
– – ﹤0.01% 238
2023
Q1 		$3.07K Hold
179
– – ﹤0.01% 264
2022
Q4 		$3.11K Buy
+179
New +$3.17K ﹤0.01% 233

Other funds holding WDNA

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WDNA Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WisdomTree BioRevolution Fund (WDNA) in Q4 2025, closing a stake of 181 shares — an estimated $2.87K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WDNA in Q4 2022 and held it in 12 quarters. The position peaked at $65.3K in Q3 2024. 3 funds tracked by Wall St. Rank hold WDNA as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WisdomTree BioRevolution Fund position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 181 WisdomTree BioRevolution Fund shares in Q4 2025, an estimated $2.87K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree BioRevolution Fund in Q4 2022 and held it in 12 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree BioRevolution Fund position peaked at $65.3K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.