Cetera Advisors’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,231
Closed -$299K 2493
2023
Q4
$299K Buy
10,231
+2,700
+36% +$74.4K ﹤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 +$199K ﹤0.01% 1431
2022
Q3
Sell
-9,000
Closed -$257K 1474
2022
Q2
$257K Hold
9,000
0.01% 1111
2022
Q1
$294K Sell
9,000
-7,623
-46% -$259K 0.01% 1118
2021
Q4
$586K Buy
16,623
+4,230
+34% +$150K 0.01% 827
2021
Q3
$440K Buy
+12,393
New +$464K 0.01% 927

Cetera Advisors's RESE Position: Q1 2024 in Review

Cetera Advisors sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 10,231 shares — an estimated $299K sold.

Cetera Advisors first reported a position in RESE in Q3 2021 and held it in 9 quarters. The position peaked at $586K in Q4 2021. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.

  • Cetera Advisors reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 10,231 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $299K.
  • Cetera Advisors first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2021 and held it in 9 quarters.
  • Cetera Advisors's WisdomTree Emerging Markets ESG Fund position peaked at $586K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.