Ameriprise
RESP

Ameriprise’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Ameriprise’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
2021
Q1 		– Sell
-6,269
Closed -$256K – 3910
2020
Q4 		$256K Sell
6,269
-606
-9% -$23.5K ﹤0.01% 3555
2020
Q3 		$251K Buy
6,875
+394
+6% +$14.2K ﹤0.01% 3472
2020
Q2 		$217K Sell
6,481
-2,570
-28% -$80.6K ﹤0.01% 3468
2020
Q1 		$248K Sell
9,051
-401
-4% -$13.6K ﹤0.01% 3376
2019
Q4 		$349K Sell
9,452
-588
-6% -$20.8K ﹤0.01% 3444
2019
Q3 		$340K Sell
10,040
-1,075
-10% -$36.1K ﹤0.01% 3426
2019
Q2 		$371K Buy
11,115
+2,146
+24% +$70.6K ﹤0.01% 3427
2019
Q1 		$290K Buy
8,969
+42
+0.5% +$1.31K ﹤0.01% 3456
2018
Q4 		$254K Buy
8,927
+66
+0.7% +$2.06K ﹤0.01% 3396
2018
Q3 		$297K Buy
+8,861
New +$293K ﹤0.01% 3446
2018
Q1 		– Sell
-7,274
Closed -$232K – 3713
2017
Q4 		$232K Sell
7,274
-82
-1% -$2.54K ﹤0.01% 3425
2017
Q3 		$219K Sell
7,356
-3,300
-31% -$96.2K ﹤0.01% 3490
2017
Q2 		$304K Buy
10,656
+2,547
+31% +$72K ﹤0.01% 3414
2017
Q1 		$226K Sell
8,109
-57
-0.7% -$1.57K ﹤0.01% 3443
2016
Q4 		$217K Sell
8,166
-1,386
-15% -$35.5K ﹤0.01% 3642
2016
Q3 		$239K Buy
+9,552
New +$237K ﹤0.01% 3510
2015
Q3 		– Sell
-8,244
Closed -$203K – 3975
2015
Q2 		$203K Buy
+8,244
New +$207K ﹤0.01% 3832
2014
Q4 		– Sell
-7,047
Closed -$166K – 4523
2014
Q3 		$166K Sell
7,047
-18
-0.3% -$427 ﹤0.01% 3475
2014
Q2 		$166K Buy
7,065
+3
+0% +$69 ﹤0.01% 3398
2014
Q1 		$159K Buy
7,062
+405
+6% +$8.94K ﹤0.01% 3332
2013
Q4 		$141K Buy
6,657
+828
+14% +$17.6K ﹤0.01% 3277
2013
Q3 		$118K Buy
5,829
+4,737
+434% +$95.4K ﹤0.01% 3388
2013
Q2 		$21K Buy
+1,092
New +$21K ﹤0.01% 4257

Other funds holding RESP

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise's RESP Position: Q1 2021 in Review

Ameriprise sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2021, closing a stake of 6,269 shares — an estimated $256K sold.

Ameriprise first reported a position in RESP in Q2 2013 and held it in 23 quarters. The position peaked at $371K in Q2 2019. 28 funds tracked by Wall St. Rank hold RESP as of Q1 2021.

  • Ameriprise reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2021 after selling out during the quarter.
  • Ameriprise sold 6,269 WisdomTree U.S. ESG Fund shares in Q1 2021, an estimated $256K.
  • Ameriprise first reported a position in WisdomTree U.S. ESG Fund in Q2 2013 and held it in 23 quarters.
  • Ameriprise's WisdomTree U.S. ESG Fund position peaked at $371K in Q2 2019.
  • 28 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2021.

Based on Ameriprise's 13F filing for Q1 2021, filed 17 May 2021.