PWP
RESE

Personal Wealth Partners’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-164
Closed -$6K – 422
2021
Q2 		$6K Buy
+164
New +$6.37K ﹤0.01% 309

Other funds holding RESE

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Creative Planning
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Personal Wealth Partners sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2021, closing a stake of 164 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in RESE in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 20 funds tracked by Wall St. Rank hold RESE as of Q3 2021.

  • Personal Wealth Partners reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 164 WisdomTree Emerging Markets ESG Fund shares in Q3 2021, an estimated $6K.
  • Personal Wealth Partners first reported a position in WisdomTree Emerging Markets ESG Fund in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's WisdomTree Emerging Markets ESG Fund position peaked at $6K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2021.

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