LPL Financial’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,620
| Closed | -$896K | – | 5075 |
|
|
2023
Q4 | $896K | Buy |
30,620
+2,863
| +10% | +$78.9K | ﹤0.01% | 3141 |
|
|
2023
Q3 | $750K | Sell |
27,757
-1,128
| -4% | -$32K | ﹤0.01% | 3151 |
|
|
2023
Q2 | $821K | Sell |
28,885
-1,842
| -6% | -$51.8K | ﹤0.01% | 3015 |
|
|
2023
Q1 | $862K | Sell |
30,727
-3,169
| -9% | -$90K | ﹤0.01% | 2860 |
|
|
2022
Q4 | $923K | Buy |
33,896
+16,954
| +100% | +$448K | ﹤0.01% | 2715 |
|
|
2022
Q3 | $415K | Buy |
16,942
+457
| +3% | +$12.7K | ﹤0.01% | 3318 |
|
|
2022
Q2 | $471K | Sell |
16,485
-2,220
| -12% | -$67.2K | ﹤0.01% | 3263 |
|
|
2022
Q1 | $611K | Buy |
18,705
+7,753
| +71% | +$263K | ﹤0.01% | 3038 |
|
|
2021
Q4 | $386K | Buy |
10,952
+1,016
| +10% | +$36.1K | ﹤0.01% | 3503 |
|
|
2021
Q3 | $352K | Buy |
9,936
+821
| +9% | +$30.7K | ﹤0.01% | 3520 |
|
|
2021
Q2 | $358K | Sell |
9,115
-1,250
| -12% | -$48.5K | ﹤0.01% | 3449 |
|
|
2021
Q1 | $391K | Buy |
10,365
+779
| +8% | +$29.7K | ﹤0.01% | 3245 |
|
|
2020
Q4 | $343K | Sell |
9,586
-4,593
| -32% | -$153K | ﹤0.01% | 3100 |
|
|
2020
Q3 | $435K | Sell |
14,179
-2,988
| -17% | -$91K | ﹤0.01% | 2589 |
|
|
2020
Q2 | $477K | Sell |
17,167
-8,802
| -34% | -$228K | ﹤0.01% | 2432 |
|
|
2020
Q1 | $609K | Sell |
25,969
-3,717
| -13% | -$109K | ﹤0.01% | 1969 |
|
|
2019
Q4 | $975K | Buy |
29,686
+4,248
| +17% | +$133K | ﹤0.01% | 1856 |
|
|
2019
Q3 | $762K | Buy |
25,438
+525
| +2% | +$16K | ﹤0.01% | 1927 |
|
|
2019
Q2 | $787K | Buy |
24,913
+5,421
| +28% | +$168K | ﹤0.01% | 1909 |
|
|
2019
Q1 | $612K | Buy |
19,492
+4,172
| +27% | +$128K | ﹤0.01% | 2044 |
|
|
2018
Q4 | $436K | Sell |
15,320
-195
| -1% | -$5.72K | ﹤0.01% | 2147 |
|
|
2018
Q3 | $485K | Sell |
15,515
-3,474
| -18% | -$109K | ﹤0.01% | 2260 |
|
|
2018
Q2 | $588K | Buy |
18,989
+4,487
| +31% | +$149K | ﹤0.01% | 2058 |
|
|
2018
Q1 | $502K | Buy |
+14,502
| New | +$506K | ﹤0.01% | 2138 |
|
LPL Financial's RESE Position: Q1 2024 in Review
LPL Financial sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 30,620 shares — an estimated $896K sold.
LPL Financial first reported a position in RESE in Q1 2018 and held it in 24 quarters. The position peaked at $975K in Q4 2019. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.
- LPL Financial reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
- LPL Financial sold 30,620 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $896K.
- LPL Financial first reported a position in WisdomTree Emerging Markets ESG Fund in Q1 2018 and held it in 24 quarters.
- LPL Financial's WisdomTree Emerging Markets ESG Fund position peaked at $975K in Q4 2019.
- 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.
Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.