Osaic Holdings’s WisdomTree International ESG Fund RESD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,500
Closed -$44K 7522
2023
Q4
$44K Hold
1,500
﹤0.01% 4987
2023
Q3
$40.2K Hold
1,500
﹤0.01% 5140
2023
Q2
$42.1K Hold
1,500
﹤0.01% 5051
2023
Q1
$41.1K Hold
1,500
﹤0.01% 5084
2022
Q4
$38K Hold
1,500
﹤0.01% 5141
2022
Q3
$33K Buy
+1,500
New +$36.9K ﹤0.01% 5244

Osaic Holdings's RESD Position: Q1 2024 in Review

Osaic Holdings sold out of WisdomTree International ESG Fund (RESD) in Q1 2024, closing a stake of 1,500 shares — an estimated $44K sold.

Osaic Holdings first reported a position in RESD in Q3 2022 and held it in 6 quarters. The position peaked at $44K in Q4 2023. 0 funds tracked by Wall St. Rank hold RESD as of Q1 2024.

  • Osaic Holdings reported no remaining WisdomTree International ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Osaic Holdings sold 1,500 WisdomTree International ESG Fund shares in Q1 2024, an estimated $44K.
  • Osaic Holdings first reported a position in WisdomTree International ESG Fund in Q3 2022 and held it in 6 quarters.
  • Osaic Holdings's WisdomTree International ESG Fund position peaked at $44K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2024.

Based on Osaic Holdings's 13F filing for Q1 2024, filed 10 May 2024.