Rise Advisors’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

Rise Advisors’s Portfolio WBAT Stock Details WBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-31	Closed	-$801	–	1649
2025 Q1	$801	Hold	31	–	–	﹤0.01%	1322
2024 Q4	$814	Buy	31 +1	+3%	+$28	﹤0.01%	1091
2024 Q3	$828	Hold	30	–	–	﹤0.01%	1171
2024 Q2	$795	Hold	30	–	–	﹤0.01%	1170
2024 Q1	$867	Hold	30	–	–	﹤0.01%	1189
2023 Q4	$922	Hold	30	–	–	﹤0.01%	525
2023 Q3	$865	Hold	30	–	–	﹤0.01%	552
2023 Q2	$1.03K	Hold	30	–	–	﹤0.01%	571
2023 Q1	$1.04K	Buy	+30	New	+$1.05K	﹤0.01%	651

Rise Advisors's WBAT Position: Q2 2025 in Review

Rise Advisors sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q2 2025, closing a stake of 31 shares — an estimated $801 sold.

Rise Advisors first reported a position in WBAT in Q1 2023 and held it in 9 quarters. The position peaked at $1.04K in Q1 2023. 0 funds tracked by Wall St. Rank hold WBAT as of Q2 2025.

Rise Advisors reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 31 WisdomTree Battery Value Chain and Innovation Fund shares in Q2 2025, an estimated $801.
Rise Advisors first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q1 2023 and held it in 9 quarters.
Rise Advisors's WisdomTree Battery Value Chain and Innovation Fund position peaked at $1.04K in Q1 2023.
0 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.