Bartlett & Co Wealth Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-165
| Closed | -$8.14K | – | 1227 |
|
|
2023
Q4 | $8.14K | Hold |
165
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q3 | $7.29K | Hold |
165
| – | – | ﹤0.01% | 962 |
|
|
2023
Q2 | $7.58K | Hold |
165
| – | – | ﹤0.01% | 951 |
|
|
2023
Q1 | $7.11K | Hold |
165
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $6.78K | Hold |
165
| – | – | ﹤0.01% | 878 |
|
|
2022
Q3 | $6.31K | Hold |
165
| – | – | ﹤0.01% | 887 |
|
|
2022
Q2 | $6.72K | Hold |
165
| – | – | ﹤0.01% | 957 |
|
|
2022
Q1 | $7.97K | Buy |
+165
| New | +$7.91K | ﹤0.01% | 859 |
|
|
2021
Q4 | – | Sell |
-165
| Closed | -$7.71K | – | 925 |
|
|
2021
Q3 | $7.71K | Hold |
165
| – | – | ﹤0.01% | 729 |
|
|
2021
Q2 | $7.72K | Hold |
165
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $7.25K | Hold |
165
| – | – | ﹤0.01% | 763 |
|
|
2020
Q4 | $6.73K | Hold |
165
| – | – | ﹤0.01% | 767 |
|
|
2020
Q3 | $6.02K | Hold |
165
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $5.53K | Hold |
165
| – | – | ﹤0.01% | 733 |
|
|
2020
Q1 | $4.53K | Hold |
165
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $6.09K | Hold |
165
| – | – | ﹤0.01% | 755 |
|
|
2019
Q3 | $5.59K | Hold |
165
| – | – | ﹤0.01% | 769 |
|
|
2019
Q2 | $5.5K | Hold |
165
| – | – | ﹤0.01% | 625 |
|
|
2019
Q1 | $5.33K | Hold |
165
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $4.69K | Hold |
165
| – | – | ﹤0.01% | 623 |
|
|
2018
Q3 | $5.53K | Hold |
165
| – | – | ﹤0.01% | 635 |
|
|
2018
Q2 | $5.22K | Hold |
165
| – | – | ﹤0.01% | 634 |
|
|
2018
Q1 | $5.14K | Buy |
+165
| New | +$5.33K | ﹤0.01% | 655 |
|
Other funds holding RESP
Bartlett & Co Wealth Management's RESP Position: Q1 2024 in Review
Bartlett & Co Wealth Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 165 shares — an estimated $8.14K sold.
Bartlett & Co Wealth Management first reported a position in RESP in Q1 2018 and held it in 23 quarters. The position peaked at $8.14K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.
- Bartlett & Co Wealth Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
- Bartlett & Co Wealth Management sold 165 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $8.14K.
- Bartlett & Co Wealth Management first reported a position in WisdomTree U.S. ESG Fund in Q1 2018 and held it in 23 quarters.
- Bartlett & Co Wealth Management's WisdomTree U.S. ESG Fund position peaked at $8.14K in Q4 2023.
- 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.