Patriot Financial Group Insurance Agency’s WisdomTree BioRevolution Fund WDNA Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-300	Closed	-$6K	–	2192
2022 Q1	$6K	Buy	300 +100	+50%	+$2.01K	﹤0.01%	1567
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	1732
2021 Q3	$5K	Buy	+200	New	+$5.29K	﹤0.01%	1721

Other funds holding WDNA

FTUS

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WDNA Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree BioRevolution Fund (WDNA) in Q2 2022, closing a stake of 300 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in WDNA in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 6 funds tracked by Wall St. Rank hold WDNA as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree BioRevolution Fund position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 300 WisdomTree BioRevolution Fund shares in Q2 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree BioRevolution Fund in Q3 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's WisdomTree BioRevolution Fund position peaked at $6K in Q1 2022.
6 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.