Citadel Advisors’s WisdomTree International ESG Fund RESD Stock Holding History

Citadel Advisors’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
2023 Q4	–	Sell	-9,773	Closed	-$262K	–	15544
2023 Q3	$262K	Buy	+9,773	New	+$272K	﹤0.01%	9406
2023 Q2	–	Sell	-7,558	Closed	-$207K	–	15532
2023 Q1	$207K	Sell	7,558 -27,021	-78%	-$724K	﹤0.01%	10128
2022 Q4	$875K	Buy	+34,579	New	+$835K	﹤0.01%	7063
2022 Q1	–	Sell	-25,312	Closed	-$793K	–	14879
2021 Q4	$793K	Sell	25,312 -7,213	-22%	-$224K	﹤0.01%	8514
2021 Q3	$991K	Hold	32,525	–	–	﹤0.01%	8174
2021 Q2	$1M	Buy	32,525 +18	+0.1%	+$557	﹤0.01%	8370
2021 Q1	$959K	Sell	32,507 -60	-0.2%	-$1.75K	﹤0.01%	8230
2020 Q4	$928K	Sell	32,567 -2,954	-8%	-$79.4K	﹤0.01%	6952
2020 Q3	$902K	Sell	35,521 -2,412	-6%	-$61.7K	﹤0.01%	6220
2020 Q2	$930K	Buy	37,933 +18,530	+96%	+$429K	﹤0.01%	5972
2020 Q1	$417K	Buy	19,403 +5,967	+44%	+$147K	﹤0.01%	6755
2019 Q4	$353K	Sell	13,436 -2,796	-17%	-$70.7K	﹤0.01%	7337
2019 Q3	$395K	Sell	16,232 -541	-3%	-$13K	﹤0.01%	7157
2019 Q2	$402K	Buy	+16,773	New	+$400K	﹤0.01%	7142

Other funds holding RESD

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors's RESD Position: Q4 2023 in Review

Citadel Advisors sold out of WisdomTree International ESG Fund (RESD) in Q4 2023, closing a stake of 9,773 shares — an estimated $262K sold.

Citadel Advisors first reported a position in RESD in Q2 2019 and held it in 14 quarters. The position peaked at $1M in Q2 2021. 16 funds tracked by Wall St. Rank hold RESD as of Q4 2023.

Citadel Advisors reported no remaining WisdomTree International ESG Fund position as of Q4 2023 after selling out during the quarter.
Citadel Advisors sold 9,773 WisdomTree International ESG Fund shares in Q4 2023, an estimated $262K.
Citadel Advisors first reported a position in WisdomTree International ESG Fund in Q2 2019 and held it in 14 quarters.
Citadel Advisors's WisdomTree International ESG Fund position peaked at $1M in Q2 2021.
16 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q4 2023.

Based on Citadel Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.