Cetera Advisors’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,231
| Closed | -$299K | – | 2482 |
|
|
2023
Q4 | $299K | Buy |
10,231
+2,700
| +36% | +$79K | ﹤0.01% | 1426 |
|
|
2023
Q3 | $203K | Hold |
7,531
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q2 | $214K | Hold |
7,531
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q1 | $211K | Hold |
7,531
| – | – | ﹤0.01% | 1467 |
|
|
2022
Q4 | $205K | Buy |
+7,531
| New | +$205K | ﹤0.01% | 1431 |
|
|
2022
Q3 | – | Sell |
-9,000
| Closed | -$257K | – | 1461 |
|
|
2022
Q2 | $257K | Hold |
9,000
| – | – | 0.01% | 1111 |
|
|
2022
Q1 | $294K | Sell |
9,000
-7,623
| -46% | -$249K | 0.01% | 1118 |
|
|
2021
Q4 | $586K | Buy |
16,623
+4,230
| +34% | +$149K | 0.01% | 827 |
|
|
2021
Q3 | $440K | Buy |
+12,393
| New | +$440K | 0.01% | 927 |
|