OCM
RESD

One Capital Management’s WisdomTree International ESG Fund RESD Stock Holding History

One Capital Management’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
2021
Q1 		– Sell
-48,655
Closed -$1.39M – 172
2020
Q4 		$1.39M Hold
48,655
– – 0.17% 95
2020
Q3 		$1.24M Hold
48,655
– – 0.17% 94
2020
Q2 		$1.19M Sell
48,655
-47,110
-49% -$1.09M 0.17% 98
2020
Q1 		$2.06M Sell
95,765
-1,595
-2% -$39.4K 0.35% 74
2019
Q4 		$2.56M Sell
97,360
-810
-0.8% -$20.5K 0.39% 72
2019
Q3 		$2.39M Sell
98,170
-2,520
-3% -$60.7K 0.4% 72
2019
Q2 		$2.42M Sell
100,690
-3,205
-3% -$76.5K 0.41% 76
2019
Q1 		$2.45M Sell
103,895
-3,145
-3% -$70.8K 0.44% 75
2018
Q4 		$2.19M Buy
+107,040
New +$2.4M 0.44% 70

Other funds holding RESD

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

One Capital Management's RESD Position: Q1 2021 in Review

One Capital Management sold out of WisdomTree International ESG Fund (RESD) in Q1 2021, closing a stake of 48,655 shares — an estimated $1.39M sold.

One Capital Management first reported a position in RESD in Q4 2018 and held it in 9 quarters. The position peaked at $2.56M in Q4 2019. 5 funds tracked by Wall St. Rank hold RESD as of Q1 2021.

  • One Capital Management reported no remaining WisdomTree International ESG Fund position as of Q1 2021 after selling out during the quarter.
  • One Capital Management sold 48,655 WisdomTree International ESG Fund shares in Q1 2021, an estimated $1.39M.
  • One Capital Management first reported a position in WisdomTree International ESG Fund in Q4 2018 and held it in 9 quarters.
  • One Capital Management's WisdomTree International ESG Fund position peaked at $2.56M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2021.

Based on One Capital Management's 13F filing for Q1 2021, filed 14 May 2021.