Berger Financial Group’s WisdomTree International ESG Fund RESD Stock Holding History

Berger Financial 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	-429,523	Closed	-$12.2M	–	236
2020 Q4	$12.2M	Buy	+429,523	New	+$11.5M	2.14%	10

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

Berger Financial Group's RESD Position: Q1 2021 in Review

Berger Financial Group sold out of WisdomTree International ESG Fund (RESD) in Q1 2021, closing a stake of 429,523 shares — an estimated $12.2M sold.

Berger Financial Group first reported a position in RESD in Q4 2020 and held it in 1 quarter. The position peaked at $12.2M in Q4 2020. 5 funds tracked by Wall St. Rank hold RESD as of Q1 2021.

Berger Financial Group reported no remaining WisdomTree International ESG Fund position as of Q1 2021 after selling out during the quarter.
Berger Financial Group sold 429,523 WisdomTree International ESG Fund shares in Q1 2021, an estimated $12.2M.
Berger Financial Group first reported a position in WisdomTree International ESG Fund in Q4 2020 and held it in 1 quarter.
Berger Financial Group's WisdomTree International ESG Fund position peaked at $12.2M in Q4 2020.
5 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.