Raymond James Financial
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Raymond James Financial’s WisdomTree BioRevolution Fund WDNA Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-985
Closed -$13.5K – 6775
2025
Q2 		$13.5K Buy
+985
New +$12.5K ﹤0.01% 5774

Other funds holding WDNA

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's WDNA Position: Q3 2025 in Review

Raymond James Financial sold out of WisdomTree BioRevolution Fund (WDNA) in Q3 2025, closing a stake of 985 shares — an estimated $13.5K sold.

Raymond James Financial first reported a position in WDNA in Q2 2025 and held it in 1 quarter. The position peaked at $13.5K in Q2 2025. 4 funds tracked by Wall St. Rank hold WDNA as of Q3 2025.

  • Raymond James Financial reported no remaining WisdomTree BioRevolution Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 985 WisdomTree BioRevolution Fund shares in Q3 2025, an estimated $13.5K.
  • Raymond James Financial first reported a position in WisdomTree BioRevolution Fund in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's WisdomTree BioRevolution Fund position peaked at $13.5K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.