Patriot Financial Group Insurance Agency’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q3	–	Sell	-13	Closed	–	–	1889
2020 Q2	$0	Sell	13 -34	-72%	-$883	﹤0.01%	1877
2020 Q1	$1K	Sell	47 -6,400	-99%	-$188K	﹤0.01%	1528
2019 Q4	$212K	Sell	6,447 -955	-13%	-$30K	0.08%	215
2019 Q3	$222K	Sell	7,402 -2,011	-21%	-$61.4K	0.1%	186
2019 Q2	$299K	Buy	9,413 +3,391	+56%	+$105K	0.13%	137
2019 Q1	$189K	Buy	6,022 +3,546	+143%	+$109K	0.1%	173
2018 Q4	$71K	Buy	+2,476	New	+$72.6K	0.05%	272

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RESE Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2020, closing a stake of 13 shares.

Patriot Financial Group Insurance Agency first reported a position in RESE in Q4 2018 and held it in 7 quarters. The position peaked at $299K in Q2 2019. 13 funds tracked by Wall St. Rank hold RESE as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 13 WisdomTree Emerging Markets ESG Fund shares in Q3 2020.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Emerging Markets ESG Fund position peaked at $299K in Q2 2019.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.