Royal Bank of Canada’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Royal Bank of Canada’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
2023 Q3	–	Sell	-3,200	Closed	-$91K	–	7828
2023 Q2	$91K	Sell	3,200 -192	-6%	-$5.39K	﹤0.01%	5411
2023 Q1	$95K	Hold	3,392	–	–	﹤0.01%	5225
2022 Q4	$92K	Hold	3,392	–	–	﹤0.01%	5513
2022 Q3	$83K	Hold	3,392	–	–	﹤0.01%	5441
2022 Q2	$96K	Hold	3,392	–	–	﹤0.01%	5362
2022 Q1	$111K	Hold	3,392	–	–	﹤0.01%	5577
2021 Q4	$120K	Hold	3,392	–	–	﹤0.01%	5794
2021 Q3	$121K	Hold	3,392	–	–	﹤0.01%	5573
2021 Q2	$134K	Hold	3,392	–	–	﹤0.01%	5408
2021 Q1	$128K	Sell	3,392 -100	-3%	-$3.81K	﹤0.01%	5292
2020 Q4	$124K	Sell	3,492 -1	-0%	-$33	﹤0.01%	5203
2020 Q3	$107K	Hold	3,493	–	–	﹤0.01%	4935
2020 Q2	$97K	Hold	3,493	–	–	﹤0.01%	4864
2020 Q1	$82K	Buy	+3,493	New	+$103K	﹤0.01%	4899
2019 Q4	–	Sell	-146	Closed	-$4K	–	7218
2019 Q3	$4K	Buy	+146	New	+$4.46K	﹤0.01%	6135

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada's RESE Position: Q3 2023 in Review

Royal Bank of Canada sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2023, closing a stake of 3,200 shares — an estimated $91K sold.

Royal Bank of Canada first reported a position in RESE in Q3 2019 and held it in 15 quarters. The position peaked at $134K in Q2 2021. 19 funds tracked by Wall St. Rank hold RESE as of Q3 2023.

Royal Bank of Canada reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2023 after selling out during the quarter.
Royal Bank of Canada sold 3,200 WisdomTree Emerging Markets ESG Fund shares in Q3 2023, an estimated $91K.
Royal Bank of Canada first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2019 and held it in 15 quarters.
Royal Bank of Canada's WisdomTree Emerging Markets ESG Fund position peaked at $134K in Q2 2021.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2023.

Based on Royal Bank of Canada's 13F filing for Q3 2023, filed 14 Nov 2023.