Fidelity Investments’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Fidelity Investments’s Portfolio RESE Stock Details RESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1	Closed	-$28	–	5594
2023 Q2	$28	Buy	+1	New	+$28	﹤0.01%	5113
2022 Q4	–	Sell	-1	Closed	–	–	5635
2022 Q3	$0	Buy	+1	New	+$28	﹤0.01%	5526
2022 Q2	–	Sell	-1	Closed	–	–	5628
2022 Q1	$0	Sell	1 -8	-89%	-$272	﹤0.01%	5631
2021 Q4	$0	Buy	+9	New	+$319	﹤0.01%	5087
2021 Q3	–	Sell	-1	Closed	–	–	5201
2021 Q2	$0	Hold	1	–	–	﹤0.01%	5052
2021 Q1	$0	Buy	+1	New	+$38	﹤0.01%	4659
2019 Q4	–	Sell	-1	Closed	–	–	4362
2019 Q3	$0	Buy	+1	New	+$31	﹤0.01%	4326
2019 Q1	–	Sell	-1	Closed	–	–	4322
2018 Q4	$0	Buy	+1	New	+$29	﹤0.01%	4282

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments's RESE Position: Q3 2023 in Review

Fidelity Investments sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2023, closing a stake of 1 share — an estimated $28 sold.

Fidelity Investments first reported a position in RESE in Q4 2018 and held it in 8 quarters. The position peaked at $28 in Q2 2023. 19 funds tracked by Wall St. Rank hold RESE as of Q3 2023.

Fidelity Investments reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2023 after selling out during the quarter.
Fidelity Investments sold 1 WisdomTree Emerging Markets ESG Fund share in Q3 2023, an estimated $28.
Fidelity Investments first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2018 and held it in 8 quarters.
Fidelity Investments's WisdomTree Emerging Markets ESG Fund position peaked at $28 in Q2 2023.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.