Creative Planning’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 |
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|
2023
Q4 | $861K | Hold |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $450K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $956K | Buy |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $1.04M | Hold |
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|
2020
Q3 | $891K | Sell |
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|
2020
Q2 | $851K | Buy |
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|
2020
Q1 | $465K | Buy |
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|
2019
Q4 | $461K | Hold |
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|
2019
Q3 | $420K | Buy |
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