UBS Group
RESD

UBS Group’s WisdomTree International ESG Fund RESD Stock Holding History

UBS Group’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
2023
Q2 		– Sell
-652
Closed -$17.9K – 10054
2023
Q1 		$17.9K Sell
652
-767
-54% -$20.6K ﹤0.01% 7162
2022
Q4 		$35.9K Sell
1,419
-60
-4% -$1.45K ﹤0.01% 7063
2022
Q3 		$32K Buy
+1,479
New +$36.4K ﹤0.01% 6811
2022
Q2 		– Sell
-37
Closed -$1K – 11262
2022
Q1 		$1K Buy
37
+27
+270% +$797 ﹤0.01% 10007
2021
Q4 		$0 Sell
10
-4
-29% -$124 ﹤0.01% 10929
2021
Q3 		$0 Buy
+14
New +$441 ﹤0.01% 10296
2021
Q1 		– Sell
-1,756
Closed -$50K – 9625
2020
Q4 		$50K Sell
1,756
-3,508
-67% -$94.3K ﹤0.01% 6191
2020
Q3 		$134K Sell
5,264
-1,853
-26% -$47.4K ﹤0.01% 5026
2020
Q2 		$175K Buy
7,117
+5,357
+304% +$124K ﹤0.01% 4896
2020
Q1 		$38K Buy
+1,760
New +$43.4K ﹤0.01% 6052
2019
Q4 		– Sell
-100
Closed -$2K – 8505
2019
Q3 		$2K Sell
100
-1,189
-92% -$28.6K ﹤0.01% 7766
2019
Q2 		$31K Sell
1,289
-430
-25% -$10.3K ﹤0.01% 6315
2019
Q1 		$41K Buy
1,719
+569
+49% +$12.8K ﹤0.01% 5708
2018
Q4 		$23K Buy
+1,150
New +$25.8K ﹤0.01% 6680
2018
Q2 		– Sell
-17
Closed – – 8336
2018
Q1 		$0 Hold
17
– – ﹤0.01% 8259
2017
Q4 		$0 Sell
17
-68
-80% -$1.69K ﹤0.01% 8172
2017
Q3 		$2K Sell
85
-110
-56% -$2.62K ﹤0.01% 7497
2017
Q2 		$5K Hold
195
– – ﹤0.01% 7141
2017
Q1 		$4K Buy
+195
New +$4.1K ﹤0.01% 7103

Other funds holding RESD

RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MLA
My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's RESD Position: Q2 2023 in Review

UBS Group sold out of WisdomTree International ESG Fund (RESD) in Q2 2023, closing a stake of 652 shares — an estimated $17.9K sold.

UBS Group first reported a position in RESD in Q1 2017 and held it in 19 quarters. The position peaked at $175K in Q2 2020. 11 funds tracked by Wall St. Rank hold RESD as of Q2 2023.

  • UBS Group reported no remaining WisdomTree International ESG Fund position as of Q2 2023 after selling out during the quarter.
  • UBS Group sold 652 WisdomTree International ESG Fund shares in Q2 2023, an estimated $17.9K.
  • UBS Group first reported a position in WisdomTree International ESG Fund in Q1 2017 and held it in 19 quarters.
  • UBS Group's WisdomTree International ESG Fund position peaked at $175K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.