My Legacy Advisors’s WisdomTree International ESG Fund RESD Stock Holding History

My Legacy Advisors’s Portfolio RESD Stock Details RESD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,749	Closed	-$228K	–	220
2023 Q4	$228K	Sell	7,749 -1,543	-17%	-$42.5K	0.08%	195
2023 Q3	$245K	Sell	9,292 -241	-3%	-$6.7K	0.1%	185
2023 Q2	$273K	Sell	9,533 -144	-1%	-$4.05K	0.11%	187
2023 Q1	$267K	Buy	9,677 +946	+11%	+$25.3K	0.11%	187
2022 Q4	$237K	Sell	8,731 -554	-6%	-$13.4K	0.1%	194
2022 Q3	$203K	Buy	9,285 +960	+12%	+$23.6K	0.1%	196
2022 Q2	$204K	Buy	+8,325	New	+$224K	0.1%	193

My Legacy Advisors's RESD Position: Q1 2024 in Review

My Legacy Advisors sold out of WisdomTree International ESG Fund (RESD) in Q1 2024, closing a stake of 7,749 shares — an estimated $228K sold.

My Legacy Advisors first reported a position in RESD in Q2 2022 and held it in 7 quarters. The position peaked at $273K in Q2 2023. 0 funds tracked by Wall St. Rank hold RESD as of Q1 2024.

My Legacy Advisors reported no remaining WisdomTree International ESG Fund position as of Q1 2024 after selling out during the quarter.
My Legacy Advisors sold 7,749 WisdomTree International ESG Fund shares in Q1 2024, an estimated $228K.
My Legacy Advisors first reported a position in WisdomTree International ESG Fund in Q2 2022 and held it in 7 quarters.
My Legacy Advisors's WisdomTree International ESG Fund position peaked at $273K in Q2 2023.
0 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2024.

Based on My Legacy Advisors's 13F filing for Q1 2024, filed 25 Jul 2024.