RZH
RESD

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return