Kestra Advisory Services’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-126,239
| Closed | -$3.54M | – | 2210 |
|
|
2023
Q1 | $3.54M | Buy |
126,239
+5,052
| +4% | +$142K | 0.04% | 457 |
|
|
2022
Q4 | $3.3M | Sell |
121,187
-7,680
| -6% | -$209K | 0.03% | 561 |
|
|
2022
Q3 | $3.15M | Buy |
128,867
+22,859
| +22% | +$559K | 0.03% | 504 |
|
|
2022
Q2 | $3.03M | Buy |
+106,008
| New | +$3.03M | 0.03% | 519 |
|
|
2021
Q4 | – | Sell |
-69,341
| Closed | -$2.46M | – | 2221 |
|
|
2021
Q3 | $2.46M | Buy |
69,341
+4,122
| +6% | +$146K | 0.02% | 628 |
|
|
2021
Q2 | $2.56M | Buy |
65,219
+11,840
| +22% | +$465K | 0.03% | 559 |
|
|
2021
Q1 | $2.01M | Buy |
+53,379
| New | +$2.01M | 0.03% | 595 |
|