High Net Worth Advisory Group’s WisdomTree BioRevolution Fund WDNA Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,000	Closed	-$24K	–	734
2021 Q4	$24K	Buy	+1,000	New	+$24.6K	0.01%	441

Other funds holding WDNA

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

High Net Worth Advisory Group's WDNA Position: Q1 2022 in Review

High Net Worth Advisory Group sold out of WisdomTree BioRevolution Fund (WDNA) in Q1 2022, closing a stake of 1,000 shares — an estimated $24K sold.

High Net Worth Advisory Group first reported a position in WDNA in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 7 funds tracked by Wall St. Rank hold WDNA as of Q1 2022.

High Net Worth Advisory Group reported no remaining WisdomTree BioRevolution Fund position as of Q1 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 WisdomTree BioRevolution Fund shares in Q1 2022, an estimated $24K.
High Net Worth Advisory Group first reported a position in WisdomTree BioRevolution Fund in Q4 2021 and held it in 1 quarter.
High Net Worth Advisory Group's WisdomTree BioRevolution Fund position peaked at $24K in Q4 2021.
7 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q1 2022.

Based on High Net Worth Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.