BOPW
RESE

Brandywine Oak Private Wealth’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Brandywine Oak Private Wealth’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
2020
Q2 		– Sell
-13,701
Closed -$321K – 270
2020
Q1 		$321K Buy
+13,701
New +$403K 0.07% 150

Other funds holding RESE

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brandywine Oak Private Wealth's RESE Position: Q2 2020 in Review

Brandywine Oak Private Wealth sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q2 2020, closing a stake of 13,701 shares — an estimated $321K sold.

Brandywine Oak Private Wealth first reported a position in RESE in Q1 2020 and held it in 1 quarter. The position peaked at $321K in Q1 2020. 17 funds tracked by Wall St. Rank hold RESE as of Q2 2020.

  • Brandywine Oak Private Wealth reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q2 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 13,701 WisdomTree Emerging Markets ESG Fund shares in Q2 2020, an estimated $321K.
  • Brandywine Oak Private Wealth first reported a position in WisdomTree Emerging Markets ESG Fund in Q1 2020 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's WisdomTree Emerging Markets ESG Fund position peaked at $321K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q2 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2020, filed 6 Aug 2020.