Rockefeller Capital Management’s WisdomTree International ESG Fund RESD Stock Holding History

Rockefeller Capital Management’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
2020 Q2	–	Sell	-8,372	Closed	-$180K	–	2721
2020 Q1	$180K	Sell	8,372 -1,240	-13%	-$30.6K	﹤0.01%	842
2019 Q4	$253K	Buy	9,612 +118	+1%	+$2.98K	﹤0.01%	715
2019 Q3	$231K	Sell	9,494 -21,793	-70%	-$525K	﹤0.01%	603
2019 Q2	$751K	Sell	31,287 -14,786	-32%	-$353K	0.01%	386
2019 Q1	$1.09M	Buy	+46,073	New	+$1.04M	0.02%	363

Other funds holding RESD

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

HFA

Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return

Rockefeller Capital Management's RESD Position: Q2 2020 in Review

Rockefeller Capital Management sold out of WisdomTree International ESG Fund (RESD) in Q2 2020, closing a stake of 8,372 shares — an estimated $180K sold.

Rockefeller Capital Management first reported a position in RESD in Q1 2019 and held it in 5 quarters. The position peaked at $1.09M in Q1 2019. 9 funds tracked by Wall St. Rank hold RESD as of Q2 2020.

Rockefeller Capital Management reported no remaining WisdomTree International ESG Fund position as of Q2 2020 after selling out during the quarter.
Rockefeller Capital Management sold 8,372 WisdomTree International ESG Fund shares in Q2 2020, an estimated $180K.
Rockefeller Capital Management first reported a position in WisdomTree International ESG Fund in Q1 2019 and held it in 5 quarters.
Rockefeller Capital Management's WisdomTree International ESG Fund position peaked at $1.09M in Q1 2019.
9 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q2 2020.

Based on Rockefeller Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.