American Portfolios Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

American Portfolios Advisors’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	$4.59K	Hold	120	–	–	﹤0.01%	2851
2022 Q2	$4.89K	Hold	120	–	–	﹤0.01%	2836
2022 Q1	$5.79K	Hold	120	–	–	﹤0.01%	2891
2021 Q4	$6.15K	Hold	120	–	–	﹤0.01%	2816
2021 Q3	$5.61K	Hold	120	–	–	﹤0.01%	2806
2021 Q2	$5.61K	Hold	120	–	–	﹤0.01%	2761
2021 Q1	$5.27K	Hold	120	–	–	﹤0.01%	2677
2020 Q4	$4.89K	Hold	120	–	–	﹤0.01%	2426
2020 Q3	$4.38K	Hold	120	–	–	﹤0.01%	2339
2020 Q2	$4.02K	Hold	120	–	–	﹤0.01%	2311
2020 Q1	$3.29K	Hold	120	–	–	﹤0.01%	2240
2019 Q4	$4.43K	Hold	120	–	–	﹤0.01%	2331
2019 Q3	$4.07K	Hold	120	–	–	﹤0.01%	2264
2019 Q2	$4K	Hold	120	–	–	﹤0.01%	2254
2019 Q1	$3.88K	Hold	120	–	–	﹤0.01%	2181
2018 Q4	$3.41K	Hold	120	–	–	﹤0.01%	1992
2018 Q3	$4.02K	Hold	120	–	–	﹤0.01%	2069
2018 Q2	$3.8K	Hold	120	–	–	﹤0.01%	2070
2018 Q1	$3.74K	Hold	120	–	–	﹤0.01%	1974
2017 Q4	$3.82K	Buy	+120	New	+$3.72K	﹤0.01%	1923

Other funds holding RESP

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

American Portfolios Advisors's RESP Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree U.S. ESG Fund (RESP) position steady in Q3 2022 at 120 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

American Portfolios Advisors first reported a position in RESP in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.15K in Q4 2021. 38 funds tracked by Wall St. Rank hold RESP as of Q3 2022.

American Portfolios Advisors held 120 shares of WisdomTree U.S. ESG Fund worth $4.59K as of Q3 2022.
American Portfolios Advisors left its WisdomTree U.S. ESG Fund share count unchanged in Q3 2022.
WisdomTree U.S. ESG Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2851 holding.
American Portfolios Advisors first reported a position in WisdomTree U.S. ESG Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree U.S. ESG Fund position peaked at $6.15K in Q4 2021.
38 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.