Wealthcare Advisory Partners’s WisdomTree International ESG Fund RESD Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-9,051	Closed	-$229K	–	758
2022 Q4	$229K	Buy	+9,051	New	+$219K	0.01%	615

Other funds holding RESD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MLA

My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthcare Advisory Partners's RESD Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of WisdomTree International ESG Fund (RESD) in Q1 2023, closing a stake of 9,051 shares — an estimated $229K sold.

Wealthcare Advisory Partners first reported a position in RESD in Q4 2022 and held it in 1 quarter. The position peaked at $229K in Q4 2022. 8 funds tracked by Wall St. Rank hold RESD as of Q1 2023.

Wealthcare Advisory Partners reported no remaining WisdomTree International ESG Fund position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 9,051 WisdomTree International ESG Fund shares in Q1 2023, an estimated $229K.
Wealthcare Advisory Partners first reported a position in WisdomTree International ESG Fund in Q4 2022 and held it in 1 quarter.
Wealthcare Advisory Partners's WisdomTree International ESG Fund position peaked at $229K in Q4 2022.
8 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.