Relyea Zuckerberg Hanson’s WisdomTree International ESG Fund RESD Stock Holding History

Relyea Zuckerberg Hanson’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
2022 Q1	–	Sell	-6,670	Closed	-$202K	–	155
2021 Q4	$202K	Buy	6,670 +45	+0.7%	+$1.4K	0.07%	143
2021 Q3	$202K	Buy	6,625 +21	+0.3%	+$662	0.08%	142
2021 Q2	$204K	Buy	+6,604	New	+$204K	0.08%	130

Other funds holding RESD

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Relyea Zuckerberg Hanson's RESD Position: Q1 2022 in Review

Relyea Zuckerberg Hanson sold out of WisdomTree International ESG Fund (RESD) in Q1 2022, closing a stake of 6,670 shares — an estimated $202K sold.

Relyea Zuckerberg Hanson first reported a position in RESD in Q2 2021 and held it in 3 quarters. The position peaked at $204K in Q2 2021. 4 funds tracked by Wall St. Rank hold RESD as of Q1 2022.

Relyea Zuckerberg Hanson reported no remaining WisdomTree International ESG Fund position as of Q1 2022 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 6,670 WisdomTree International ESG Fund shares in Q1 2022, an estimated $202K.
Relyea Zuckerberg Hanson first reported a position in WisdomTree International ESG Fund in Q2 2021 and held it in 3 quarters.
Relyea Zuckerberg Hanson's WisdomTree International ESG Fund position peaked at $204K in Q2 2021.
4 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2022.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2022, filed 19 Apr 2022.