Commonwealth Equity Services’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
-9,140
Closed -$268K 4141
2023
Q4
$268K Buy
9,140
+1,467
+19% +$40.4K ﹤0.01% 3265
2023
Q3
$207K Buy
7,673
+495
+7% +$14K ﹤0.01% 3356
2023
Q2
$204K Buy
+7,178
New +$202K ﹤0.01% 3390

Commonwealth Equity Services's RESE Position: Q1 2024 in Review

Commonwealth Equity Services sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 9,140 shares — an estimated $268K sold.

Commonwealth Equity Services first reported a position in RESE in Q2 2023 and held it in 3 quarters. The position peaked at $268K in Q4 2023. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.

  • Commonwealth Equity Services reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,140 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $268K.
  • Commonwealth Equity Services first reported a position in WisdomTree Emerging Markets ESG Fund in Q2 2023 and held it in 3 quarters.
  • Commonwealth Equity Services's WisdomTree Emerging Markets ESG Fund position peaked at $268K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.