Spire Wealth Management’s WisdomTree International ESG Fund RESD Stock Holding History

Spire Wealth Management’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
2022 Q2	–	Sell	-1,569	Closed	-$45K	–	2868
2022 Q1	$45K	Buy	+1,569	New	+$46.3K	﹤0.01%	1490

Other funds holding RESD

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

MLA

My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

Spire Wealth Management's RESD Position: Q2 2022 in Review

Spire Wealth Management sold out of WisdomTree International ESG Fund (RESD) in Q2 2022, closing a stake of 1,569 shares — an estimated $45K sold.

Spire Wealth Management first reported a position in RESD in Q1 2022 and held it in 1 quarter. The position peaked at $45K in Q1 2022. 5 funds tracked by Wall St. Rank hold RESD as of Q2 2022.

Spire Wealth Management reported no remaining WisdomTree International ESG Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 1,569 WisdomTree International ESG Fund shares in Q2 2022, an estimated $45K.
Spire Wealth Management first reported a position in WisdomTree International ESG Fund in Q1 2022 and held it in 1 quarter.
Spire Wealth Management's WisdomTree International ESG Fund position peaked at $45K in Q1 2022.
5 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.