Shine Investment Advisory Services’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Shine Investment Advisory Services’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
2020 Q1	–	Sell	-9,847	Closed	-$323K	–	787
2019 Q4	$323K	Buy	9,847 +72	+0.7%	+$2.26K	0.13%	94
2019 Q3	$293K	Buy	9,775 +189	+2%	+$5.77K	0.14%	86
2019 Q2	$303K	Hold	9,586	–	–	0.14%	88
2019 Q1	$301K	Hold	9,586	–	–	0.14%	90
2018 Q4	$273K	Sell	9,586 -3,221	-25%	-$94.4K	0.13%	87
2018 Q3	$400K	Hold	12,807	–	–	0.21%	67
2018 Q2	$397K	Buy	12,807 +101	+0.8%	+$3.36K	0.2%	65
2018 Q1	$440K	Buy	12,706 +73	+0.6%	+$2.55K	0.23%	61
2017 Q4	$419K	Buy	12,633 +6,185	+96%	+$200K	0.21%	62
2017 Q3	$203K	Buy	6,448 +44	+0.7%	+$1.39K	0.11%	101
2017 Q2	$192K	Buy	+6,404	New	+$191K	0.1%	96

Other funds holding RESE

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Shine Investment Advisory Services's RESE Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2020, closing a stake of 9,847 shares — an estimated $323K sold.

Shine Investment Advisory Services first reported a position in RESE in Q2 2017 and held it in 11 quarters. The position peaked at $440K in Q1 2018. 19 funds tracked by Wall St. Rank hold RESE as of Q1 2020.

Shine Investment Advisory Services reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 9,847 WisdomTree Emerging Markets ESG Fund shares in Q1 2020, an estimated $323K.
Shine Investment Advisory Services first reported a position in WisdomTree Emerging Markets ESG Fund in Q2 2017 and held it in 11 quarters.
Shine Investment Advisory Services's WisdomTree Emerging Markets ESG Fund position peaked at $440K in Q1 2018.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.