Cambridge Investment Research Advisors
RESP

Cambridge Investment Research Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Cambridge Investment Research 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
2021
Q4 		– Sell
-9,298
Closed -$435K – 3299
2021
Q3 		$435K Sell
9,298
-19,859
-68% -$957K ﹤0.01% 2154
2021
Q2 		$1.36M Buy
29,157
+5,160
+22% +$237K 0.01% 1325
2021
Q1 		$1.05M Buy
+23,997
New +$1.02M 0.01% 1405
2020
Q4 		– Sell
-8,095
Closed -$295K – 2800
2020
Q3 		$295K Sell
8,095
-825
-9% -$29.7K ﹤0.01% 1944
2020
Q2 		$299K Sell
8,920
-165
-2% -$5.18K ﹤0.01% 1890
2020
Q1 		$249K Sell
9,085
-150
-2% -$5.09K ﹤0.01% 1788
2019
Q4 		$341K Sell
9,235
-300
-3% -$10.6K ﹤0.01% 1832
2019
Q3 		$323K Hold
9,535
– – ﹤0.01% 1769
2019
Q2 		$318K Sell
9,535
-375
-4% -$12.3K ﹤0.01% 1715
2019
Q1 		$320K Sell
9,910
-2,800
-22% -$87.4K ﹤0.01% 1766
2018
Q4 		$361K Sell
12,710
-400
-3% -$12.5K ﹤0.01% 1530
2018
Q3 		$439K Sell
13,110
-405
-3% -$13.4K ﹤0.01% 1529
2018
Q2 		$428K Buy
13,515
+525
+4% +$16.6K ﹤0.01% 1488
2018
Q1 		$405K Buy
12,990
+675
+5% +$21.8K ﹤0.01% 1462
2017
Q4 		$392K Sell
12,315
-825
-6% -$25.6K ﹤0.01% 1466
2017
Q3 		$392K Sell
13,140
-900
-6% -$26.2K 0.01% 1383
2017
Q2 		$400K Sell
14,040
-4,116
-23% -$116K 0.01% 1334
2017
Q1 		$506K Sell
18,156
-1,494
-8% -$41.1K 0.01% 1069
2016
Q4 		$522K Sell
19,650
-288
-1% -$7.38K 0.01% 986
2016
Q3 		$498K Sell
19,938
-7,191
-27% -$178K 0.01% 1036
2016
Q2 		$642K Sell
27,129
-1,341
-5% -$32K 0.01% 817
2016
Q1 		$678K Sell
28,470
-441
-2% -$9.91K 0.02% 741
2015
Q4 		$685K Sell
28,911
-138
-0.5% -$3.31K 0.02% 710
2015
Q3 		$654K Sell
29,049
-213
-0.7% -$5.08K 0.02% 640
2015
Q2 		$719K Buy
29,262
+84
+0.3% +$2.11K 0.02% 647
2015
Q1 		$724K Sell
29,178
-1,023
-3% -$25.1K 0.02% 630
2014
Q4 		$749K Buy
+30,201
New +$727K 0.02% 590

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Cambridge Investment Research Advisors's RESP Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q4 2021, closing a stake of 9,298 shares — an estimated $435K sold.

Cambridge Investment Research Advisors first reported a position in RESP in Q4 2014 and held it in 27 quarters. The position peaked at $1.36M in Q2 2021. 30 funds tracked by Wall St. Rank hold RESP as of Q4 2021.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q4 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,298 WisdomTree U.S. ESG Fund shares in Q4 2021, an estimated $435K.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree U.S. ESG Fund in Q4 2014 and held it in 27 quarters.
  • Cambridge Investment Research Advisors's WisdomTree U.S. ESG Fund position peaked at $1.36M in Q2 2021.
  • 30 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.