BFG
RESE

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

Berger Financial 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
2021
Q1 		– Sell
-116,877
Closed -$4.18M – 237
2020
Q4 		$4.18M Buy
+116,877
New +$3.89M 0.73% 44

Other funds holding RESE

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Berger Financial Group sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2021, closing a stake of 116,877 shares — an estimated $4.18M sold.

Berger Financial Group first reported a position in RESE in Q4 2020 and held it in 1 quarter. The position peaked at $4.18M in Q4 2020. 21 funds tracked by Wall St. Rank hold RESE as of Q1 2021.

  • Berger Financial Group reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 116,877 WisdomTree Emerging Markets ESG Fund shares in Q1 2021, an estimated $4.18M.
  • Berger Financial Group first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's WisdomTree Emerging Markets ESG Fund position peaked at $4.18M in Q4 2020.
  • 21 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2021.

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