Whittier Trust’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Whittier Trust’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 Q2	–	Sell	-3,000	Closed	-$70K	–	1534
2020 Q1	$70K	Buy	3,000 +2,500	+500%	+$73.5K	﹤0.01%	740
2019 Q4	$16K	Hold	500	–	–	﹤0.01%	1072
2019 Q3	$15K	Buy	+500	New	+$15.3K	﹤0.01%	1073

Other funds holding RESE

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whittier Trust's RESE Position: Q2 2020 in Review

Whittier Trust sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q2 2020, closing a stake of 3,000 shares — an estimated $70K sold.

Whittier Trust first reported a position in RESE in Q3 2019 and held it in 3 quarters. The position peaked at $70K in Q1 2020. 17 funds tracked by Wall St. Rank hold RESE as of Q2 2020.

Whittier Trust reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q2 2020 after selling out during the quarter.
Whittier Trust sold 3,000 WisdomTree Emerging Markets ESG Fund shares in Q2 2020, an estimated $70K.
Whittier Trust first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2019 and held it in 3 quarters.
Whittier Trust's WisdomTree Emerging Markets ESG Fund position peaked at $70K in Q1 2020.
17 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q2 2020.

Based on Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.