Envestnet Asset Management
RESD

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 $3.61B AUM 15.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return