LYV
RESE

Live Your Vision’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Live Your Vision’s Portfolio RESE Stock Details RESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-400
Closed -$13K – 295
2017
Q3 		$13K Buy
+400
New +$12.6K ﹤0.01% 167

Other funds holding RESE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Live Your Vision's RESE Position: Q4 2017 in Review

Live Your Vision sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q4 2017, closing a stake of 400 shares — an estimated $13K sold.

Live Your Vision first reported a position in RESE in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 12 funds tracked by Wall St. Rank hold RESE as of Q4 2017.

  • Live Your Vision reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q4 2017 after selling out during the quarter.
  • Live Your Vision sold 400 WisdomTree Emerging Markets ESG Fund shares in Q4 2017, an estimated $13K.
  • Live Your Vision first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2017 and held it in 1 quarter.
  • Live Your Vision's WisdomTree Emerging Markets ESG Fund position peaked at $13K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q4 2017.

Based on Live Your Vision's 13F filing for Q4 2017, filed 25 Jan 2018.