Cetera Investment Advisers’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 |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.4M | Buy |
|
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $883K | Buy |
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|
2020
Q4 | $704K | Buy |
|