LPL Financial’s WisdomTree International ESG Fund RESD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,166
| Closed | -$827K | – | 5074 |
|
|
2023
Q4 | $827K | Buy |
28,166
+359
| +1% | +$9.9K | ﹤0.01% | 3215 |
|
|
2023
Q3 | $746K | Sell |
27,807
-6,320
| -19% | -$176K | ﹤0.01% | 3155 |
|
|
2023
Q2 | $958K | Buy |
34,127
+9,402
| +38% | +$264K | ﹤0.01% | 2869 |
|
|
2023
Q1 | $677K | Buy |
24,725
+7,481
| +43% | +$200K | ﹤0.01% | 3088 |
|
|
2022
Q4 | $436K | Sell |
17,244
-10,985
| -39% | -$265K | ﹤0.01% | 3378 |
|
|
2022
Q3 | $619K | Buy |
28,229
+620
| +2% | +$15.3K | ﹤0.01% | 2950 |
|
|
2022
Q2 | $687K | Buy |
27,609
+824
| +3% | +$22.2K | ﹤0.01% | 2907 |
|
|
2022
Q1 | $771K | Buy |
26,785
+9,620
| +56% | +$284K | ﹤0.01% | 2831 |
|
|
2021
Q4 | $538K | Buy |
17,165
+7,696
| +81% | +$239K | ﹤0.01% | 3213 |
|
|
2021
Q3 | $288K | Buy |
9,469
+292
| +3% | +$9.21K | ﹤0.01% | 3693 |
|
|
2021
Q2 | $283K | Buy |
9,177
+1,502
| +20% | +$46.5K | ﹤0.01% | 3635 |
|
|
2021
Q1 | $226K | Buy |
7,675
+90
| +1% | +$2.63K | ﹤0.01% | 3679 |
|
|
2020
Q4 | $216K | Buy |
+7,585
| New | +$204K | ﹤0.01% | 3465 |
|
LPL Financial's RESD Position: Q1 2024 in Review
LPL Financial sold out of WisdomTree International ESG Fund (RESD) in Q1 2024, closing a stake of 28,166 shares — an estimated $827K sold.
LPL Financial first reported a position in RESD in Q4 2020 and held it in 13 quarters. The position peaked at $958K in Q2 2023. 0 funds tracked by Wall St. Rank hold RESD as of Q1 2024.
- LPL Financial reported no remaining WisdomTree International ESG Fund position as of Q1 2024 after selling out during the quarter.
- LPL Financial sold 28,166 WisdomTree International ESG Fund shares in Q1 2024, an estimated $827K.
- LPL Financial first reported a position in WisdomTree International ESG Fund in Q4 2020 and held it in 13 quarters.
- LPL Financial's WisdomTree International ESG Fund position peaked at $958K in Q2 2023.
- 0 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2024.
Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.