CWA
RESP

Choice Wealth Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Choice Wealth 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
2024
Q1 		– Sell
-4,287
Closed -$211K – 31
2023
Q4 		$211K Buy
+4,287
New +$198K 0.13% 28
2023
Q2 		– Sell
-5,888
Closed -$254K – 24
2023
Q1 		$254K Hold
5,888
– – 0.18% 23
2022
Q4 		$242K Hold
5,888
– – 0.18% 25
2022
Q3 		$225K Buy
+5,888
New +$251K 0.19% 22
2022
Q2 		– Sell
-9,119
Closed -$433K – 54
2022
Q1 		$433K Sell
9,119
-485,838
-98% -$23.3M 0.34% 19
2021
Q4 		$25.4M Buy
494,957
+20,480
+4% +$1.01M 18.66% 2
2021
Q3 		$22.2M Sell
474,477
-2,857
-0.6% -$138K 17.99% 2
2021
Q2 		$22.3M Buy
477,334
+5,197
+1% +$239K 16.04% 2
2021
Q1 		$20.7M Buy
472,137
+15,074
+3% +$640K 17.13% 2
2020
Q4 		$18.6M Buy
+457,063
New +$17.7M 16.83% 2

Other funds holding RESP

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

Choice Wealth Advisors's RESP Position: Q1 2024 in Review

Choice Wealth Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 4,287 shares — an estimated $211K sold.

Choice Wealth Advisors first reported a position in RESP in Q4 2020 and held it in 10 quarters. The position peaked at $25.4M in Q4 2021. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Choice Wealth Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Choice Wealth Advisors sold 4,287 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $211K.
  • Choice Wealth Advisors first reported a position in WisdomTree U.S. ESG Fund in Q4 2020 and held it in 10 quarters.
  • Choice Wealth Advisors's WisdomTree U.S. ESG Fund position peaked at $25.4M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Choice Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.