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

Total Clarity 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 Q3	–	Sell	-1,219	Closed	-$35K	–	1026
2022 Q2	$35K	Buy	+1,219	New	+$36.9K	0.02%	471
2022 Q1	–	Sell	-1,375	Closed	-$49K	–	965
2021 Q4	$49K	Hold	1,375	–	–	0.02%	409
2021 Q3	$49K	Buy	+1,375	New	+$51.5K	0.02%	410
2021 Q2	–	Sell	-1,375	Closed	-$52K	–	793
2021 Q1	$52K	Buy	+1,375	New	+$52.4K	0.03%	334
2020 Q1	–	Sell	-1,680	Closed	-$55K	–	664
2019 Q4	$55K	Buy	+1,680	New	+$52.8K	0.04%	253

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 $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

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

Total Clarity Wealth Management's RESE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2022, closing a stake of 1,219 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in RESE in Q4 2019 and held it in 5 quarters. The position peaked at $55K in Q4 2019. 17 funds tracked by Wall St. Rank hold RESE as of Q3 2022.

Total Clarity Wealth Management reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,219 WisdomTree Emerging Markets ESG Fund shares in Q3 2022, an estimated $35K.
Total Clarity Wealth Management first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's WisdomTree Emerging Markets ESG Fund position peaked at $55K in Q4 2019.
17 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.