SWM
RESE

Spire Wealth Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Spire Wealth 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
2022
Q2 		– Sell
-422
Closed -$14K – 2869
2022
Q1 		$14K Buy
+422
New +$14.3K ﹤0.01% 1932

Other funds holding RESE

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Spire Wealth Management sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q2 2022, closing a stake of 422 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in RESE in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 19 funds tracked by Wall St. Rank hold RESE as of Q2 2022.

  • Spire Wealth Management reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 422 WisdomTree Emerging Markets ESG Fund shares in Q2 2022, an estimated $14K.
  • Spire Wealth Management first reported a position in WisdomTree Emerging Markets ESG Fund in Q1 2022 and held it in 1 quarter.
  • Spire Wealth Management's WisdomTree Emerging Markets ESG Fund position peaked at $14K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q2 2022.

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