Cambridge Investment Research Advisors
RESD

Cambridge Investment Research Advisors’s WisdomTree International ESG Fund RESD Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-19,244
Closed -$594K – 3234
2021
Q2 		$594K Buy
19,244
+5,486
+40% +$170K ﹤0.01% 1921
2021
Q1 		$406K Buy
+13,758
New +$401K ﹤0.01% 2047
2020
Q3 		– Sell
-463,721
Closed -$11.4M – 2622
2020
Q2 		$11.4M Sell
463,721
-109,821
-19% -$2.54M 0.09% 236
2020
Q1 		$12.3M Buy
573,542
+75,839
+15% +$1.87M 0.12% 174
2019
Q4 		$13.1M Buy
497,703
+28,237
+6% +$714K 0.1% 207
2019
Q3 		$11.4M Buy
469,466
+27,853
+6% +$670K 0.1% 207
2019
Q2 		$10.6M Buy
+441,613
New +$10.5M 0.1% 208

Other funds holding RESD

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Cambridge Investment Research Advisors's RESD Position: Q3 2021 in Review

Cambridge Investment Research Advisors sold out of WisdomTree International ESG Fund (RESD) in Q3 2021, closing a stake of 19,244 shares — an estimated $594K sold.

Cambridge Investment Research Advisors first reported a position in RESD in Q2 2019 and held it in 7 quarters. The position peaked at $13.1M in Q4 2019. 6 funds tracked by Wall St. Rank hold RESD as of Q3 2021.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree International ESG Fund position as of Q3 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 19,244 WisdomTree International ESG Fund shares in Q3 2021, an estimated $594K.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree International ESG Fund in Q2 2019 and held it in 7 quarters.
  • Cambridge Investment Research Advisors's WisdomTree International ESG Fund position peaked at $13.1M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q3 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.