Cetera Investment Advisers’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,488
| Closed | -$278K | – | 3696 |
|
|
2023
Q4 | $278K | Sell |
9,488
-2,356
| -20% | -$69K | ﹤0.01% | 1827 |
|
|
2023
Q3 | $320K | Sell |
11,844
-873
| -7% | -$23.6K | ﹤0.01% | 1679 |
|
|
2023
Q2 | $361K | Buy |
12,717
+362
| +3% | +$10.3K | ﹤0.01% | 1626 |
|
|
2023
Q1 | $347K | Buy |
12,355
+409
| +3% | +$11.5K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $325K | Buy |
11,946
+706
| +6% | +$19.2K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $275K | Sell |
11,240
-3,876
| -26% | -$94.8K | 0.01% | 1328 |
|
|
2022
Q2 | $432K | Buy |
+15,116
| New | +$432K | 0.01% | 1195 |
|
|
2022
Q1 | – | Sell |
-7,430
| Closed | -$262K | – | 1997 |
|
|
2021
Q4 | $262K | Sell |
7,430
-475
| -6% | -$16.8K | ﹤0.01% | 1568 |
|
|
2021
Q3 | $280K | Buy |
7,905
+1,627
| +26% | +$57.6K | ﹤0.01% | 1485 |
|
|
2021
Q2 | $247K | Buy |
6,278
+972
| +18% | +$38.2K | ﹤0.01% | 1543 |
|
|
2021
Q1 | $200K | Sell |
5,306
-1,379
| -21% | -$52K | ﹤0.01% | 1487 |
|
|
2020
Q4 | $239K | Buy |
+6,685
| New | +$239K | ﹤0.01% | 1374 |
|