Altus Wealth Group’s WisdomTree International ESG Fund RESD Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-325	Closed	-$9K	–	807
2020 Q4	$9K	Buy	+325	New	+$8.74K	0.01%	553

Other funds holding RESD

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Altus Wealth Group's RESD Position: Q1 2021 in Review

Altus Wealth Group sold out of WisdomTree International ESG Fund (RESD) in Q1 2021, closing a stake of 325 shares — an estimated $9K sold.

Altus Wealth Group first reported a position in RESD in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 5 funds tracked by Wall St. Rank hold RESD as of Q1 2021.

Altus Wealth Group reported no remaining WisdomTree International ESG Fund position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 325 WisdomTree International ESG Fund shares in Q1 2021, an estimated $9K.
Altus Wealth Group first reported a position in WisdomTree International ESG Fund in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's WisdomTree International ESG Fund position peaked at $9K in Q4 2020.
5 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.