Opes Wealth Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Opes Wealth Management’s Portfolio RESE Stock Details RESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34,095	Closed	-$998K	–	136
2023 Q4	$998K	Buy	34,095 +1,625	+5%	+$44.8K	0.24%	59
2023 Q3	$877K	Buy	32,470 +10,545	+48%	+$299K	0.24%	59
2023 Q2	$623K	Buy	21,925 +2,915	+15%	+$81.9K	0.18%	68
2023 Q1	$533K	Buy	19,010 +3,515	+23%	+$99.8K	0.17%	68
2022 Q4	$422K	Buy	15,495 +150	+1%	+$3.96K	0.15%	73
2022 Q3	$376K	Buy	15,345 +2,555	+20%	+$71K	0.15%	67
2022 Q2	$365K	Buy	12,790 +1,135	+10%	+$34.4K	0.15%	71
2022 Q1	$381K	Buy	11,655 +4,055	+53%	+$138K	0.12%	77
2021 Q4	$268K	Buy	+7,600	New	+$270K	0.08%	93

Opes Wealth Management's RESE Position: Q1 2024 in Review

Opes Wealth Management sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 34,095 shares — an estimated $998K sold.

Opes Wealth Management first reported a position in RESE in Q4 2021 and held it in 9 quarters. The position peaked at $998K in Q4 2023. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.

Opes Wealth Management reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
Opes Wealth Management sold 34,095 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $998K.
Opes Wealth Management first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2021 and held it in 9 quarters.
Opes Wealth Management's WisdomTree Emerging Markets ESG Fund position peaked at $998K in Q4 2023.
0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.

Based on Opes Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.