55I LLC’s WisdomTree International ESG Fund RESD Stock Holding History

55I LLC’s Portfolio RESD Stock Details RESD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$275K	Buy	12,529 +4,204	+50%	+$103K	0.01%	518
2022 Q2	$207K	Buy	+8,325	New	+$224K	0.01%	524

Other funds holding RESD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MLA

My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

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

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

55I LLC's RESD Position: Q3 2022 in Review

55I LLC increased its WisdomTree International ESG Fund (RESD) stake by 50% in Q3 2022, buying an estimated $103K and bringing the position to 12,529 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #518.

55I LLC first reported a position in RESD in Q2 2022 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold RESD as of Q3 2022.

55I LLC held 12,529 shares of WisdomTree International ESG Fund worth $275K as of Q3 2022.
55I LLC bought 4,204 WisdomTree International ESG Fund shares in Q3 2022, an estimated $103K.
WisdomTree International ESG Fund made up 0.01% of 55I LLC's portfolio in Q3 2022, its #518 holding.
55I LLC first reported a position in WisdomTree International ESG Fund in Q2 2022 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.