Personal Wealth Partners’s WisdomTree International ESG Fund RESD Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-611	Closed	-$19K	–	421
2021 Q2	$19K	Buy	+611	New	+$18.9K	0.01%	220

Other funds holding RESD

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Personal Wealth Partners's RESD Position: Q3 2021 in Review

Personal Wealth Partners sold out of WisdomTree International ESG Fund (RESD) in Q3 2021, closing a stake of 611 shares — an estimated $19K sold.

Personal Wealth Partners first reported a position in RESD in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 6 funds tracked by Wall St. Rank hold RESD as of Q3 2021.

Personal Wealth Partners reported no remaining WisdomTree International ESG Fund position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 611 WisdomTree International ESG Fund shares in Q3 2021, an estimated $19K.
Personal Wealth Partners first reported a position in WisdomTree International ESG Fund in Q2 2021 and held it in 1 quarter.
Personal Wealth Partners's WisdomTree International ESG Fund position peaked at $19K in Q2 2021.
6 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.