Creative Planning’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 |
-29,413
| Closed | -$861K | – | 2963 |
|
|
2023
Q4 | $861K | Hold |
29,413
| – | – | ﹤0.01% | 1315 |
|
|
2023
Q3 | $795K | Buy |
29,413
+12,868
| +78% | +$348K | ﹤0.01% | 1278 |
|
|
2023
Q2 | $470K | Hold |
16,545
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q1 | $464K | Sell |
16,545
-1
| -0% | -$28 | ﹤0.01% | 1506 |
|
|
2022
Q4 | $450K | Hold |
16,546
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q3 | $405K | Hold |
16,546
| – | – | ﹤0.01% | 1453 |
|
|
2022
Q2 | $473K | Sell |
16,546
-12,720
| -43% | -$364K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $956K | Buy |
29,266
+244
| +0.8% | +$7.97K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $1.02M | Hold |
29,022
| – | – | ﹤0.01% | 951 |
|
|
2021
Q3 | $1.03M | Buy |
+29,022
| New | +$1.03M | ﹤0.01% | 936 |
|
|
2021
Q2 | – | Sell |
-29,022
| Closed | -$1.09M | – | 2385 |
|
|
2021
Q1 | $1.09M | Hold |
29,022
| – | – | ﹤0.01% | 969 |
|
|
2020
Q4 | $1.04M | Hold |
29,022
| – | – | ﹤0.01% | 919 |
|
|
2020
Q3 | $891K | Sell |
29,022
-1,603
| -5% | -$49.2K | ﹤0.01% | 842 |
|
|
2020
Q2 | $851K | Buy |
30,625
+10,780
| +54% | +$300K | ﹤0.01% | 794 |
|
|
2020
Q1 | $465K | Buy |
19,845
+5,825
| +42% | +$136K | ﹤0.01% | 971 |
|
|
2019
Q4 | $461K | Hold |
14,020
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q3 | $420K | Buy |
+14,020
| New | +$420K | ﹤0.01% | 1164 |
|