Cambridge Investment Research Advisors
RESE

Cambridge Investment Research Advisors’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-11,630
Closed -$457K – 3235
2021
Q2 		$457K Buy
11,630
+3,004
+35% +$117K ﹤0.01% 2128
2021
Q1 		$325K Buy
+8,626
New +$329K ﹤0.01% 2226
2020
Q3 		– Sell
-127,126
Closed -$3.53M – 2623
2020
Q2 		$3.53M Sell
127,126
-28,798
-18% -$748K 0.03% 547
2020
Q1 		$3.65M Sell
155,924
-3,792
-2% -$111K 0.04% 466
2019
Q4 		$5.25M Buy
159,716
+3,065
+2% +$96.3K 0.04% 448
2019
Q3 		$4.7M Buy
156,651
+1,318
+0.8% +$40.2K 0.04% 433
2019
Q2 		$4.9M Sell
155,333
-168,125
-52% -$5.22M 0.05% 396
2019
Q1 		$10.2M Sell
323,458
-10,204
-3% -$314K 0.1% 203
2018
Q4 		$9.5M Sell
333,662
-5,075
-1% -$149K 0.11% 192
2018
Q3 		$10.6M Buy
338,737
+16,138
+5% +$506K 0.1% 195
2018
Q2 		$9.99M Buy
322,599
+7,123
+2% +$237K 0.11% 191
2018
Q1 		$10.9M Buy
315,476
+9,486
+3% +$331K 0.12% 163
2017
Q4 		$10.2M Buy
305,990
+42,984
+16% +$1.39M 0.12% 176
2017
Q3 		$8.29M Buy
263,006
+46,657
+22% +$1.47M 0.11% 170
2017
Q2 		$6.49M Buy
216,349
+52,863
+32% +$1.58M 0.1% 197
2017
Q1 		$4.8M Buy
163,486
+69,345
+74% +$1.98M 0.08% 236
2016
Q4 		$2.52M Buy
94,141
+62,896
+201% +$1.69M 0.05% 369
2016
Q3 		$853K Buy
+31,245
New +$849K 0.02% 757

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2021, closing a stake of 11,630 shares — an estimated $457K sold.

Cambridge Investment Research Advisors first reported a position in RESE in Q3 2016 and held it in 18 quarters. The position peaked at $10.9M in Q1 2018. 20 funds tracked by Wall St. Rank hold RESE as of Q3 2021.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,630 WisdomTree Emerging Markets ESG Fund shares in Q3 2021, an estimated $457K.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2016 and held it in 18 quarters.
  • Cambridge Investment Research Advisors's WisdomTree Emerging Markets ESG Fund position peaked at $10.9M in Q1 2018.
  • 20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2021.

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