VNA
RESE

Valley National Advisers’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Valley National Advisers’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
2020
Q1 		– Sell
-11,643
Closed -$382K – 860
2019
Q4 		$382K Buy
+11,643
New +$366K 0.1% 145

Other funds holding RESE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Valley National Advisers's RESE Position: Q1 2020 in Review

Valley National Advisers sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2020, closing a stake of 11,643 shares — an estimated $382K sold.

Valley National Advisers first reported a position in RESE in Q4 2019 and held it in 1 quarter. The position peaked at $382K in Q4 2019. 19 funds tracked by Wall St. Rank hold RESE as of Q1 2020.

  • Valley National Advisers reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2020 after selling out during the quarter.
  • Valley National Advisers sold 11,643 WisdomTree Emerging Markets ESG Fund shares in Q1 2020, an estimated $382K.
  • Valley National Advisers first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2019 and held it in 1 quarter.
  • Valley National Advisers's WisdomTree Emerging Markets ESG Fund position peaked at $382K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2020.

Based on Valley National Advisers's 13F filing for Q1 2020, filed 13 May 2020.