Accel Wealth Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Accel Wealth Management’s Portfolio RESE Stock Details RESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-186	Closed	-$5.23K	–	927
2023 Q1	$5.23K	Hold	186	–	–	﹤0.01%	1002
2022 Q4	$5.08K	Buy	186 +1	+0.5%	+$26	﹤0.01%	813
2022 Q3	$5K	Sell	185 -324	-64%	-$9.01K	﹤0.01%	854
2022 Q2	$14K	Buy	509 +4	+0.8%	+$121	0.01%	634
2022 Q1	$17K	Sell	505 -79	-14%	-$2.69K	0.01%	602
2021 Q4	$21K	Buy	584 +262	+81%	+$9.3K	0.01%	563
2021 Q3	$11K	Sell	322 -252	-44%	-$9.44K	0.01%	629
2021 Q2	$23K	Buy	574 +3	+0.5%	+$116	0.02%	514
2021 Q1	$22K	Buy	571 +1	+0.2%	+$38	0.02%	490
2020 Q4	$20K	Buy	+570	New	+$19K	0.02%	498

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Accel Wealth Management's RESE Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q2 2023, closing a stake of 186 shares — an estimated $5.23K sold.

Accel Wealth Management first reported a position in RESE in Q4 2020 and held it in 10 quarters. The position peaked at $23K in Q2 2021. 22 funds tracked by Wall St. Rank hold RESE as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 186 WisdomTree Emerging Markets ESG Fund shares in Q2 2023, an estimated $5.23K.
Accel Wealth Management first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's WisdomTree Emerging Markets ESG Fund position peaked at $23K in Q2 2021.
22 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.