Intelligence Driven Advisers’s WisdomTree International ESG Fund RESD Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-397,713	Closed	-$10.5M	–	97
2019 Q4	$10.5M	Sell	397,713 -72,499	-15%	-$1.83M	4.75%	5
2019 Q3	$11.4M	Sell	470,212 -50,404	-10%	-$1.21M	5.41%	5
2019 Q2	$12.5M	Sell	520,616 -16,433	-3%	-$392K	5.94%	3
2019 Q1	$12.7M	Buy	537,049 +193,552	+56%	+$4.35M	6.93%	2
2018 Q4	$7.01M	Buy	+343,497	New	+$7.71M	4.44%	4

Other funds holding RESD

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAL

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

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

Intelligence Driven Advisers's RESD Position: Q1 2020 in Review

Intelligence Driven Advisers sold out of WisdomTree International ESG Fund (RESD) in Q1 2020, closing a stake of 397,713 shares — an estimated $10.5M sold.

Intelligence Driven Advisers first reported a position in RESD in Q4 2018 and held it in 5 quarters. The position peaked at $12.7M in Q1 2019. 8 funds tracked by Wall St. Rank hold RESD as of Q1 2020.

Intelligence Driven Advisers reported no remaining WisdomTree International ESG Fund position as of Q1 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 397,713 WisdomTree International ESG Fund shares in Q1 2020, an estimated $10.5M.
Intelligence Driven Advisers first reported a position in WisdomTree International ESG Fund in Q4 2018 and held it in 5 quarters.
Intelligence Driven Advisers's WisdomTree International ESG Fund position peaked at $12.7M in Q1 2019.
8 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2020.

Based on Intelligence Driven Advisers's 13F filing for Q1 2020, filed 4 Sep 2020.