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

CoreCap Advisors’s Portfolio RESE Stock Details RESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.04K	Buy	+111	New	+$2.93K	﹤0.01%	1857
2022 Q3	–	Sell	-108	Closed	-$3K	–	2242
2022 Q2	$3K	Buy	+108	New	+$3.27K	﹤0.01%	1820
2022 Q1	–	Sell	-119	Closed	-$4K	–	2238
2021 Q4	$4K	Buy	+119	New	+$4.22K	﹤0.01%	1840

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CoreCap Advisors's RESE Position: Q4 2022 in Review

CoreCap Advisors opened a new position in WisdomTree Emerging Markets ESG Fund (RESE) in Q4 2022: 111 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in RESE as recently as Q2 2022.

CoreCap Advisors first reported a position in RESE in Q4 2021 and has held it in 3 quarters since. The position peaked at $4K in Q4 2021. 19 funds tracked by Wall St. Rank hold RESE as of Q4 2022.

CoreCap Advisors held 111 shares of WisdomTree Emerging Markets ESG Fund worth $3.04K as of Q4 2022.
WisdomTree Emerging Markets ESG Fund was a new CoreCap Advisors position in Q4 2022.
WisdomTree Emerging Markets ESG Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1857 holding.
CoreCap Advisors first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2021 and has held it in 3 quarters since.
CoreCap Advisors's WisdomTree Emerging Markets ESG Fund position peaked at $4K in Q4 2021.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.