AA
RESE

Addison Advisors’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Addison Advisors’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
2022
Q1 		– Sell
-250
Closed -$9K – 803
2021
Q4 		$9K Buy
+250
New +$8.87K 0.01% 423

Other funds holding RESE

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Addison Advisors's RESE Position: Q1 2022 in Review

Addison Advisors sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2022, closing a stake of 250 shares — an estimated $9K sold.

Addison Advisors first reported a position in RESE in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 21 funds tracked by Wall St. Rank hold RESE as of Q1 2022.

  • Addison Advisors reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2022 after selling out during the quarter.
  • Addison Advisors sold 250 WisdomTree Emerging Markets ESG Fund shares in Q1 2022, an estimated $9K.
  • Addison Advisors first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2021 and held it in 1 quarter.
  • Addison Advisors's WisdomTree Emerging Markets ESG Fund position peaked at $9K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2022.

Based on Addison Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.