OWM
RESE
Opes Wealth Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,095
| Closed | -$998K | – | 136 |
|
|
2023
Q4 | $998K | Buy |
34,095
+1,625
| +5% | +$47.6K | 0.24% | 59 |
|
|
2023
Q3 | $877K | Buy |
32,470
+10,545
| +48% | +$285K | 0.24% | 59 |
|
|
2023
Q2 | $623K | Buy |
21,925
+2,915
| +15% | +$82.8K | 0.18% | 68 |
|
|
2023
Q1 | $533K | Buy |
19,010
+3,515
| +23% | +$98.6K | 0.17% | 68 |
|
|
2022
Q4 | $422K | Buy |
15,495
+150
| +1% | +$4.08K | 0.15% | 73 |
|
|
2022
Q3 | $376K | Buy |
15,345
+2,555
| +20% | +$62.6K | 0.15% | 67 |
|
|
2022
Q2 | $365K | Buy |
12,790
+1,135
| +10% | +$32.4K | 0.15% | 71 |
|
|
2022
Q1 | $381K | Buy |
11,655
+4,055
| +53% | +$133K | 0.12% | 77 |
|
|
2021
Q4 | $268K | Buy |
+7,600
| New | +$268K | 0.08% | 93 |
|