Old Mission Capital’s WisdomTree International ESG Fund RESD Stock Holding History

Old Mission Capital’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
2023 Q4	–	Sell	-37,572	Closed	-$1.01M	–	1704
2023 Q3	$1.01M	Buy	37,572 +23,993	+177%	+$667K	0.02%	482
2023 Q2	$381K	Buy	+13,579	New	+$382K	0.01%	743

Other funds holding RESD

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Old Mission Capital's RESD Position: Q4 2023 in Review

Old Mission Capital sold out of WisdomTree International ESG Fund (RESD) in Q4 2023, closing a stake of 37,572 shares — an estimated $1.01M sold.

Old Mission Capital first reported a position in RESD in Q2 2023 and held it in 2 quarters. The position peaked at $1.01M in Q3 2023. 16 funds tracked by Wall St. Rank hold RESD as of Q4 2023.

Old Mission Capital reported no remaining WisdomTree International ESG Fund position as of Q4 2023 after selling out during the quarter.
Old Mission Capital sold 37,572 WisdomTree International ESG Fund shares in Q4 2023, an estimated $1.01M.
Old Mission Capital first reported a position in WisdomTree International ESG Fund in Q2 2023 and held it in 2 quarters.
Old Mission Capital's WisdomTree International ESG Fund position peaked at $1.01M in Q3 2023.
16 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q4 2023.

Based on Old Mission Capital's 13F filing for Q4 2023, filed 14 Feb 2024.