Advisor Group’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Advisor Group’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
2019 Q4	$68K	Buy	2,058 +1	+0%	+$31	﹤0.01%	3216
2019 Q3	$61K	Buy	2,057 +1,463	+246%	+$44.7K	﹤0.01%	3249
2019 Q2	$19K	Buy	594 +1	+0.2%	+$31	﹤0.01%	4019
2019 Q1	$19K	Sell	593 -251	-30%	-$7.72K	﹤0.01%	4024
2018 Q4	$24K	Buy	844 +252	+43%	+$7.39K	﹤0.01%	3701
2018 Q3	$18K	Buy	592 +17	+3%	+$533	﹤0.01%	3962
2018 Q2	$18K	Hold	575	–	–	﹤0.01%	3782
2018 Q1	$20K	Buy	575 +150	+35%	+$5.24K	﹤0.01%	3695
2017 Q4	$14K	Sell	425 -125	-23%	-$4.04K	﹤0.01%	3914
2017 Q3	$17K	Buy	550 +250	+83%	+$7.87K	﹤0.01%	3664
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	4003
2017 Q1	$9K	Sell	300 -150	-33%	-$4.29K	﹤0.01%	3862
2016 Q4	$12K	Hold	450	–	–	﹤0.01%	3549
2016 Q3	$12K	Buy	+450	New	+$12.2K	﹤0.01%	3467

Other funds holding RESE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's RESE Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Emerging Markets ESG Fund (RESE) stake by 0.05% in Q4 2019, buying an estimated $31 and bringing the position to 2,058 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #3216.

Advisor Group first reported a position in RESE in Q3 2016 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold RESE as of Q4 2019.

Advisor Group held 2,058 shares of WisdomTree Emerging Markets ESG Fund worth $68K as of Q4 2019.
Advisor Group bought 1 WisdomTree Emerging Markets ESG Fund share in Q4 2019, an estimated $31.
WisdomTree Emerging Markets ESG Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3216 holding.
Advisor Group first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2016 and has held it in 14 quarters since.
21 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.