Cetera Investment Advisers’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 |
-9,488
| Closed | -$278K | – | 3742 |
|
|
2023
Q4 | $278K | Sell |
9,488
-2,356
| -20% | -$64.9K | ﹤0.01% | 1827 |
|
|
2023
Q3 | $320K | Sell |
11,844
-873
| -7% | -$24.7K | ﹤0.01% | 1679 |
|
|
2023
Q2 | $361K | Buy |
12,717
+362
| +3% | +$10.2K | ﹤0.01% | 1626 |
|
|
2023
Q1 | $347K | Buy |
12,355
+409
| +3% | +$11.6K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $325K | Buy |
11,946
+706
| +6% | +$18.6K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $275K | Sell |
11,240
-3,876
| -26% | -$108K | 0.01% | 1328 |
|
|
2022
Q2 | $432K | Buy |
+15,116
| New | +$458K | 0.01% | 1196 |
|
|
2022
Q1 | – | Sell |
-7,430
| Closed | -$262K | – | 2011 |
|
|
2021
Q4 | $262K | Sell |
7,430
-475
| -6% | -$16.9K | ﹤0.01% | 1568 |
|
|
2021
Q3 | $280K | Buy |
7,905
+1,627
| +26% | +$60.9K | ﹤0.01% | 1485 |
|
|
2021
Q2 | $247K | Buy |
6,278
+972
| +18% | +$37.7K | ﹤0.01% | 1543 |
|
|
2021
Q1 | $200K | Sell |
5,306
-1,379
| -21% | -$52.6K | ﹤0.01% | 1487 |
|
|
2020
Q4 | $239K | Buy |
+6,685
| New | +$222K | ﹤0.01% | 1374 |
|
Cetera Investment Advisers's RESE Position: Q1 2024 in Review
Cetera Investment Advisers sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 9,488 shares — an estimated $278K sold.
Cetera Investment Advisers first reported a position in RESE in Q4 2020 and held it in 12 quarters. The position peaked at $432K in Q2 2022. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.
- Cetera Investment Advisers reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
- Cetera Investment Advisers sold 9,488 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $278K.
- Cetera Investment Advisers first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2020 and held it in 12 quarters.
- Cetera Investment Advisers's WisdomTree Emerging Markets ESG Fund position peaked at $432K in Q2 2022.
- 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.
Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.