Steward Partners Investment Advisory’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-19	Closed	-$1K	–	3439
2022 Q2	$1K	Sell	19 -467	-96%	-$14.1K	﹤0.01%	3202
2022 Q1	$16K	Hold	486	–	–	﹤0.01%	2477
2021 Q4	$17K	Hold	486	–	–	﹤0.01%	2402
2021 Q3	$17K	Hold	486	–	–	﹤0.01%	2403
2021 Q2	$19K	Hold	486	–	–	﹤0.01%	5209
2021 Q1	$18.3K	Hold	486	–	–	﹤0.01%	2518
2020 Q4	$17K	Buy	486 +19	+4%	+$632	﹤0.01%	2122
2020 Q3	$14K	Sell	467 -13	-3%	-$396	﹤0.01%	2027
2020 Q2	$13K	Hold	480	–	–	﹤0.01%	1946
2020 Q1	$11K	Hold	480	–	–	﹤0.01%	1840
2019 Q4	$15K	Hold	480	–	–	﹤0.01%	1879
2019 Q3	$14K	Buy	+480	New	+$14.7K	﹤0.01%	1864

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's RESE Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in RESE in Q3 2019 and held it in 12 quarters. The position peaked at $19K in Q2 2021. 17 funds tracked by Wall St. Rank hold RESE as of Q3 2022.

Steward Partners Investment Advisory reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 19 WisdomTree Emerging Markets ESG Fund shares in Q3 2022, an estimated $1K.
Steward Partners Investment Advisory first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2019 and held it in 12 quarters.
Steward Partners Investment Advisory's WisdomTree Emerging Markets ESG Fund position peaked at $19K in Q2 2021.
17 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.