Cetera Investment Advisers
RESP

Cetera Investment Advisers’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Cetera Investment Advisers’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
-35,287
Closed -$1.74M – 3743
2023
Q4 		$1.74M Sell
35,287
-963
-3% -$44.5K 0.01% 853
2023
Q3 		$1.6M Sell
36,250
-6,934
-16% -$320K 0.01% 845
2023
Q2 		$1.98M Buy
43,184
+10,613
+33% +$466K 0.02% 772
2023
Q1 		$1.4M Buy
32,571
+728
+2% +$31K 0.01% 887
2022
Q4 		$1.31M Buy
31,843
+1,995
+7% +$82.3K 0.01% 877
2022
Q3 		$1.14M Sell
29,848
-3,205
-10% -$137K 0.02% 662
2022
Q2 		$1.35M Buy
33,053
+465
+1% +$20.5K 0.02% 672
2022
Q1 		$1.57M Buy
32,588
+769
+2% +$36.8K 0.02% 648
2021
Q4 		$1.63M Buy
31,819
+1,877
+6% +$92.8K 0.02% 625
2021
Q3 		$1.4M Buy
29,942
+7,551
+34% +$364K 0.02% 646
2021
Q2 		$1.05M Buy
22,391
+2,289
+11% +$105K 0.02% 754
2021
Q1 		$883K Buy
20,102
+2,850
+17% +$121K 0.02% 718
2020
Q4 		$704K Buy
+17,252
New +$669K 0.01% 809

Other funds holding RESP

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

Cetera Investment Advisers's RESP Position: Q1 2024 in Review

Cetera Investment Advisers sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 35,287 shares — an estimated $1.74M sold.

Cetera Investment Advisers first reported a position in RESP in Q4 2020 and held it in 13 quarters. The position peaked at $1.98M in Q2 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Cetera Investment Advisers reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 35,287 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $1.74M.
  • Cetera Investment Advisers first reported a position in WisdomTree U.S. ESG Fund in Q4 2020 and held it in 13 quarters.
  • Cetera Investment Advisers's WisdomTree U.S. ESG Fund position peaked at $1.98M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.