SignatureFD’s WisdomTree International ESG Fund RESD Stock Holding History

SignatureFD’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
2018 Q4	–	Sell	-3,495	Closed	-$87K	–	2102
2018 Q3	$87K	Sell	3,495 -448	-11%	-$11.2K	0.01%	694
2018 Q2	$97K	Buy	+3,943	New	+$99.1K	0.01%	625

Other funds holding RESD

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

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

OCM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAL

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

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

SignatureFD's RESD Position: Q4 2018 in Review

SignatureFD sold out of WisdomTree International ESG Fund (RESD) in Q4 2018, closing a stake of 3,495 shares — an estimated $87K sold.

SignatureFD first reported a position in RESD in Q2 2018 and held it in 2 quarters. The position peaked at $97K in Q2 2018. 7 funds tracked by Wall St. Rank hold RESD as of Q4 2018.

SignatureFD reported no remaining WisdomTree International ESG Fund position as of Q4 2018 after selling out during the quarter.
SignatureFD sold 3,495 WisdomTree International ESG Fund shares in Q4 2018, an estimated $87K.
SignatureFD first reported a position in WisdomTree International ESG Fund in Q2 2018 and held it in 2 quarters.
SignatureFD's WisdomTree International ESG Fund position peaked at $97K in Q2 2018.
7 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q4 2018.

Based on SignatureFD's 13F filing for Q4 2018, filed 13 Feb 2019.