SMG
RESE

Smart Money Group’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Smart Money Group’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
-6,679
Closed -$219K – 102
2019
Q4 		$219K Sell
6,679
-32,911
-83% -$1.03M 0.13% 80
2019
Q3 		$1.19M Buy
39,590
+44
+0.1% +$1.34K 0.95% 33
2019
Q2 		$1.25M Buy
39,546
+1,382
+4% +$43K 1.03% 32
2019
Q1 		$1.2M Buy
+38,164
New +$1.17M 1.05% 34

Other funds holding RESE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Smart Money Group's RESE Position: Q1 2020 in Review

Smart Money Group sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2020, closing a stake of 6,679 shares — an estimated $219K sold.

Smart Money Group first reported a position in RESE in Q1 2019 and held it in 4 quarters. The position peaked at $1.25M in Q2 2019. 19 funds tracked by Wall St. Rank hold RESE as of Q1 2020.

  • Smart Money Group reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2020 after selling out during the quarter.
  • Smart Money Group sold 6,679 WisdomTree Emerging Markets ESG Fund shares in Q1 2020, an estimated $219K.
  • Smart Money Group first reported a position in WisdomTree Emerging Markets ESG Fund in Q1 2019 and held it in 4 quarters.
  • Smart Money Group's WisdomTree Emerging Markets ESG Fund position peaked at $1.25M in Q2 2019.
  • 19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.