Capital Analysts LLC’s WisdomTree International ESG Fund RESD Stock Holding History

Capital Analysts LLC’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	-2,000	Closed	-$57K	–	1110
2020 Q4	$57K	Hold	2,000	–	–	0.01%	401
2020 Q3	$51K	Hold	2,000	–	–	﹤0.01%	398
2020 Q2	$49K	Sell	2,000 -2,375	-54%	-$55K	0.01%	379
2020 Q1	$94K	Hold	4,375	–	–	0.01%	260
2019 Q4	$115K	Buy	4,375 +2,375	+119%	+$60K	0.01%	283
2019 Q3	$48K	Hold	2,000	–	–	0.01%	391
2019 Q2	$48K	Hold	2,000	–	–	0.01%	376
2019 Q1	$47K	Hold	2,000	–	–	0.01%	358
2018 Q4	$41K	Buy	+2,000	New	+$44.9K	0.01%	350

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

Capital Analysts LLC's RESD Position: Q1 2021 in Review

Capital Analysts LLC sold out of WisdomTree International ESG Fund (RESD) in Q1 2021, closing a stake of 2,000 shares — an estimated $57K sold.

Capital Analysts LLC first reported a position in RESD in Q4 2018 and held it in 9 quarters. The position peaked at $115K in Q4 2019. 5 funds tracked by Wall St. Rank hold RESD as of Q1 2021.

Capital Analysts LLC reported no remaining WisdomTree International ESG Fund position as of Q1 2021 after selling out during the quarter.
Capital Analysts LLC sold 2,000 WisdomTree International ESG Fund shares in Q1 2021, an estimated $57K.
Capital Analysts LLC first reported a position in WisdomTree International ESG Fund in Q4 2018 and held it in 9 quarters.
Capital Analysts LLC's WisdomTree International ESG Fund position peaked at $115K in Q4 2019.
5 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2021.

Based on Capital Analysts LLC's 13F filing for Q1 2021, filed 17 May 2021.