Envestnet Asset Management’s WisdomTree International ESG Fund RESD Stock Holding History

Envestnet Asset Management’s Portfolio RESD Stock Details RESD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20,753	Closed	-$509K	–	3213
2020 Q2	$509K	Buy	+20,753	New	+$481K	﹤0.01%	2416
2020 Q1	–	Sell	-18,844	Closed	-$495K	–	3172
2019 Q4	$495K	Sell	18,844 -1,558	-8%	-$39.4K	﹤0.01%	2462
2019 Q3	$496K	Sell	20,402 -18,941	-48%	-$456K	﹤0.01%	2381
2019 Q2	$944K	Buy	39,343 +7,691	+24%	+$184K	﹤0.01%	1979
2019 Q1	$746K	Sell	31,652 -309,374	-91%	-$6.96M	﹤0.01%	2081
2018 Q4	$6.96M	Buy	+341,026	New	+$7.65M	0.01%	754

Other funds holding RESD

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Envestnet Asset Management's RESD Position: Q3 2020 in Review

Envestnet Asset Management sold out of WisdomTree International ESG Fund (RESD) in Q3 2020, closing a stake of 20,753 shares — an estimated $509K sold.

Envestnet Asset Management first reported a position in RESD in Q4 2018 and held it in 6 quarters. The position peaked at $6.96M in Q4 2018. 5 funds tracked by Wall St. Rank hold RESD as of Q3 2020.

Envestnet Asset Management reported no remaining WisdomTree International ESG Fund position as of Q3 2020 after selling out during the quarter.
Envestnet Asset Management sold 20,753 WisdomTree International ESG Fund shares in Q3 2020, an estimated $509K.
Envestnet Asset Management first reported a position in WisdomTree International ESG Fund in Q4 2018 and held it in 6 quarters.
Envestnet Asset Management's WisdomTree International ESG Fund position peaked at $6.96M in Q4 2018.
5 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q3 2020.

Based on Envestnet Asset Management's 13F filing for Q3 2020, filed 9 Oct 2020.