BFG
RESP

Bouchey Financial Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Bouchey Financial Group’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
2024
Q1 		– Sell
-4,635
Closed -$228K – 155
2023
Q4 		$228K Hold
4,635
– – 0.02% 123
2023
Q3 		$205K Buy
+4,635
New +$214K 0.03% 121

Other funds holding RESP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bouchey Financial Group's RESP Position: Q1 2024 in Review

Bouchey Financial Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 4,635 shares — an estimated $228K sold.

Bouchey Financial Group first reported a position in RESP in Q3 2023 and held it in 2 quarters. The position peaked at $228K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Bouchey Financial Group reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Bouchey Financial Group sold 4,635 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $228K.
  • Bouchey Financial Group first reported a position in WisdomTree U.S. ESG Fund in Q3 2023 and held it in 2 quarters.
  • Bouchey Financial Group's WisdomTree U.S. ESG Fund position peaked at $228K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Bouchey Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.