ACA
RESP

Aptus Capital Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Aptus Capital 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
Q2 		– Sell
-15
Closed -$1K – 750
2022
Q1 		$1K Buy
+15
New +$719 ﹤0.01% 677

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Aptus Capital Advisors's RESP Position: Q2 2022 in Review

Aptus Capital Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Aptus Capital Advisors first reported a position in RESP in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 37 funds tracked by Wall St. Rank hold RESP as of Q2 2022.

  • Aptus Capital Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 15 WisdomTree U.S. ESG Fund shares in Q2 2022, an estimated $1K.
  • Aptus Capital Advisors first reported a position in WisdomTree U.S. ESG Fund in Q1 2022 and held it in 1 quarter.
  • Aptus Capital Advisors's WisdomTree U.S. ESG Fund position peaked at $1K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2022.

Based on Aptus Capital Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.