Great Valley Advisor Group’s WisdomTree International ESG Fund RESD Stock Holding History

Great Valley Advisor Group’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
2024 Q1	–	Sell	-12,886	Closed	-$378K	–	793
2023 Q4	$378K	Buy	+12,886	New	+$355K	0.01%	525

Great Valley Advisor Group's RESD Position: Q1 2024 in Review

Great Valley Advisor Group sold out of WisdomTree International ESG Fund (RESD) in Q1 2024, closing a stake of 12,886 shares — an estimated $378K sold.

Great Valley Advisor Group first reported a position in RESD in Q4 2023 and held it in 1 quarter. The position peaked at $378K in Q4 2023. 0 funds tracked by Wall St. Rank hold RESD as of Q1 2024.

Great Valley Advisor Group reported no remaining WisdomTree International ESG Fund position as of Q1 2024 after selling out during the quarter.
Great Valley Advisor Group sold 12,886 WisdomTree International ESG Fund shares in Q1 2024, an estimated $378K.
Great Valley Advisor Group first reported a position in WisdomTree International ESG Fund in Q4 2023 and held it in 1 quarter.
Great Valley Advisor Group's WisdomTree International ESG Fund position peaked at $378K in Q4 2023.
0 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.