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 |
-29,413
| Closed | -$861K | – | 3040 |
|
|
2023
Q4 | $861K | Hold |
29,413
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q3 | $795K | Buy |
29,413
+12,868
| +78% | +$365K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $470K | Hold |
16,545
| – | – | ﹤0.01% | 1588 |
|
|
2023
Q1 | $464K | Sell |
16,545
-1
| -0% | -$28 | ﹤0.01% | 1511 |
|
|
2022
Q4 | $450K | Hold |
16,546
| – | – | ﹤0.01% | 1490 |
|
|
2022
Q3 | $405K | Hold |
16,546
| – | – | ﹤0.01% | 1462 |
|
|
2022
Q2 | $473K | Sell |
16,546
-12,720
| -43% | -$385K | ﹤0.01% | 1355 |
|
|
2022
Q1 | $956K | Buy |
29,266
+244
| +0.8% | +$8.29K | ﹤0.01% | 1005 |
|
|
2021
Q4 | $1.02M | Hold |
29,022
| – | – | ﹤0.01% | 951 |
|
|
2021
Q3 | $1.03M | Buy |
+29,022
| New | +$1.09M | ﹤0.01% | 936 |
|
|
2021
Q2 | – | Sell |
-29,022
| Closed | -$1.09M | – | 2668 |
|
|
2021
Q1 | $1.09M | Hold |
29,022
| – | – | ﹤0.01% | 980 |
|
|
2020
Q4 | $1.04M | Hold |
29,022
| – | – | ﹤0.01% | 931 |
|
|
2020
Q3 | $891K | Sell |
29,022
-1,603
| -5% | -$48.8K | ﹤0.01% | 851 |
|
|
2020
Q2 | $851K | Buy |
30,625
+10,780
| +54% | +$280K | ﹤0.01% | 803 |
|
|
2020
Q1 | $465K | Buy |
19,845
+5,825
| +42% | +$171K | ﹤0.01% | 980 |
|
|
2019
Q4 | $461K | Hold |
14,020
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q3 | $420K | Buy |
+14,020
| New | +$428K | ﹤0.01% | 1169 |
|
Creative Planning's RESE Position: Q1 2024 in Review
Creative Planning sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 29,413 shares — an estimated $861K sold.
Creative Planning first reported a position in RESE in Q3 2019 and held it in 17 quarters. The position peaked at $1.09M in Q1 2021. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.
- Creative Planning reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
- Creative Planning sold 29,413 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $861K.
- Creative Planning first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2019 and held it in 17 quarters.
- Creative Planning's WisdomTree Emerging Markets ESG Fund position peaked at $1.09M in Q1 2021.
- 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.
Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.