MFA Wealth Advisors’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
-16,565
Closed -$486K 99
2023
Q4
$486K Hold
16,565
0.14% 63
2023
Q3
$444K Hold
16,565
0.14% 63
2023
Q2
$465K Buy
+16,565
New +$465K 0.15% 56

MFA Wealth Advisors's RESD Position: Q1 2024 in Review

MFA Wealth Advisors sold out of WisdomTree International ESG Fund (RESD) in Q1 2024, closing a stake of 16,565 shares — an estimated $486K sold.

MFA Wealth Advisors first reported a position in RESD in Q2 2023 and held it in 3 quarters. The position peaked at $486K in Q4 2023. 0 funds tracked by Wall St. Rank hold RESD as of Q1 2024.

  • MFA Wealth Advisors reported no remaining WisdomTree International ESG Fund position as of Q1 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 16,565 WisdomTree International ESG Fund shares in Q1 2024, an estimated $486K.
  • MFA Wealth Advisors first reported a position in WisdomTree International ESG Fund in Q2 2023 and held it in 3 quarters.
  • MFA Wealth Advisors's WisdomTree International ESG Fund position peaked at $486K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2024.

Based on MFA Wealth Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.