RCS
RESD

Retirement Capital Strategies’s WisdomTree International ESG Fund RESD Stock Holding History

Retirement Capital Strategies’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
2023
Q3 		– Sell
-40,337
Closed -$1.13M – 76
2023
Q2 		$1.13M Buy
+40,337
New +$1.13M 0.52% 34

Other funds holding RESD

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLA
My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Capital Strategies's RESD Position: Q3 2023 in Review

Retirement Capital Strategies sold out of WisdomTree International ESG Fund (RESD) in Q3 2023, closing a stake of 40,337 shares — an estimated $1.13M sold.

Retirement Capital Strategies first reported a position in RESD in Q2 2023 and held it in 1 quarter. The position peaked at $1.13M in Q2 2023. 10 funds tracked by Wall St. Rank hold RESD as of Q3 2023.

  • Retirement Capital Strategies reported no remaining WisdomTree International ESG Fund position as of Q3 2023 after selling out during the quarter.
  • Retirement Capital Strategies sold 40,337 WisdomTree International ESG Fund shares in Q3 2023, an estimated $1.13M.
  • Retirement Capital Strategies first reported a position in WisdomTree International ESG Fund in Q2 2023 and held it in 1 quarter.
  • Retirement Capital Strategies's WisdomTree International ESG Fund position peaked at $1.13M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q3 2023.

Based on Retirement Capital Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.