5L
RESP

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

55I LLC’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$355K Buy
9,290
+2,942
+46% +$126K 0.01% 459
2022
Q2 		$259K Buy
+6,348
New +$280K 0.01% 473

Other funds holding RESP

COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

55I LLC's RESP Position: Q3 2022 in Review

55I LLC increased its WisdomTree U.S. ESG Fund (RESP) stake by 46% in Q3 2022, buying an estimated $126K and bringing the position to 9,290 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #459.

55I LLC first reported a position in RESP in Q2 2022 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold RESP as of Q3 2022.

  • 55I LLC held 9,290 shares of WisdomTree U.S. ESG Fund worth $355K as of Q3 2022.
  • 55I LLC bought 2,942 WisdomTree U.S. ESG Fund shares in Q3 2022, an estimated $126K.
  • WisdomTree U.S. ESG Fund made up 0.01% of 55I LLC's portfolio in Q3 2022, its #459 holding.
  • 55I LLC first reported a position in WisdomTree U.S. ESG Fund in Q2 2022 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.