55I LLC’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$355K Buy
9,290
+2,942
+46% +$112K 0.01% 459
2022
Q2
$259K Buy
+6,348
New +$259K 0.01% 473