Well Done LLC’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Well Done LLC’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	-6,285	Closed	-$206K	–	162
2019 Q4	$206K	Sell	6,285 -4,992	-44%	-$157K	0.05%	148
2019 Q3	$338K	Sell	11,277 -250	-2%	-$7.63K	0.08%	109
2019 Q2	$364K	Hold	11,527	–	–	0.09%	104
2019 Q1	$362K	Hold	11,527	–	–	0.09%	104
2018 Q4	$328K	Sell	11,527 -4,738	-29%	-$139K	0.09%	102
2018 Q3	$508K	Hold	16,265	–	–	0.14%	85
2018 Q2	$503K	Buy	16,265 +2,200	+16%	+$73.1K	0.15%	80
2018 Q1	$487K	Buy	14,065 +7,530	+115%	+$263K	0.15%	66
2017 Q4	$217K	Hold	6,535	–	–	0.07%	110
2017 Q3	$206K	Buy	+6,535	New	+$206K	0.06%	134

Other funds holding RESE

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Well Done LLC's RESE Position: Q1 2020 in Review

Well Done LLC sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2020, closing a stake of 6,285 shares — an estimated $206K sold.

Well Done LLC first reported a position in RESE in Q3 2017 and held it in 10 quarters. The position peaked at $508K in Q3 2018. 19 funds tracked by Wall St. Rank hold RESE as of Q1 2020.

Well Done LLC reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2020 after selling out during the quarter.
Well Done LLC sold 6,285 WisdomTree Emerging Markets ESG Fund shares in Q1 2020, an estimated $206K.
Well Done LLC first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2017 and held it in 10 quarters.
Well Done LLC's WisdomTree Emerging Markets ESG Fund position peaked at $508K in Q3 2018.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2020.

Based on Well Done LLC's 13F filing for Q1 2020, filed 16 Apr 2020.