IDA
RESD
Intelligence Driven Advisers’s WisdomTree International ESG Fund RESD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-397,713
| Closed | -$10.5M | – | 97 |
|
|
2019
Q4 | $10.5M | Sell |
397,713
-72,499
| -15% | -$1.91M | 4.75% | 5 |
|
|
2019
Q3 | $11.4M | Sell |
470,212
-50,404
| -10% | -$1.23M | 5.41% | 5 |
|
|
2019
Q2 | $12.5M | Sell |
520,616
-16,433
| -3% | -$394K | 5.94% | 3 |
|
|
2019
Q1 | $12.7M | Buy |
537,049
+193,552
| +56% | +$4.56M | 6.93% | 2 |
|
|
2018
Q4 | $7.01M | Buy |
+343,497
| New | +$7.01M | 4.44% | 4 |
|