JFA
RESD

JNBA Financial Advisors’s WisdomTree International ESG Fund RESD Stock Holding History

JNBA Financial Advisors’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
-236
Closed -$6K – 616
2019
Q4 		$6K Buy
+236
New +$5.97K ﹤0.01% 490

Other funds holding RESD

Cambridge Investment Research Advisors
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JNBA Financial Advisors's RESD Position: Q1 2020 in Review

JNBA Financial Advisors sold out of WisdomTree International ESG Fund (RESD) in Q1 2020, closing a stake of 236 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in RESD in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 8 funds tracked by Wall St. Rank hold RESD as of Q1 2020.

  • JNBA Financial Advisors reported no remaining WisdomTree International ESG Fund position as of Q1 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 236 WisdomTree International ESG Fund shares in Q1 2020, an estimated $6K.
  • JNBA Financial Advisors first reported a position in WisdomTree International ESG Fund in Q4 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's WisdomTree International ESG Fund position peaked at $6K in Q4 2019.
  • 8 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.