Signet Financial Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Signet Financial Management’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
2018 Q4	–	Sell	-450	Closed	-$14K	–	886
2018 Q3	$14K	Hold	450	–	–	﹤0.01%	578
2018 Q2	$14K	Hold	450	–	–	﹤0.01%	589
2018 Q1	$16K	Buy	+450	New	+$15.7K	﹤0.01%	516

Other funds holding RESE

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

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

Jane Street New York $777B AUM 61.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Signet Financial Management's RESE Position: Q4 2018 in Review

Signet Financial Management sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q4 2018, closing a stake of 450 shares — an estimated $14K sold.

Signet Financial Management first reported a position in RESE in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 16 funds tracked by Wall St. Rank hold RESE as of Q4 2018.

Signet Financial Management reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 450 WisdomTree Emerging Markets ESG Fund shares in Q4 2018, an estimated $14K.
Signet Financial Management first reported a position in WisdomTree Emerging Markets ESG Fund in Q1 2018 and held it in 3 quarters.
Signet Financial Management's WisdomTree Emerging Markets ESG Fund position peaked at $16K in Q1 2018.
16 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.