CCA
RESP

Clearwater Capital Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Clearwater Capital 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
2020
Q1 		– Sell
-5,445
Closed -$201K – 172
2019
Q4 		$201K Sell
5,445
-13,005
-70% -$460K 0.03% 174
2019
Q3 		$625K Sell
18,450
-3,573
-16% -$120K 0.11% 123
2019
Q2 		$735K Sell
22,023
-1,764
-7% -$58.1K 0.13% 122
2019
Q1 		$768K Sell
23,787
-957
-4% -$29.9K 0.14% 123
2018
Q4 		$704K Sell
24,744
-444
-2% -$13.9K 0.15% 128
2018
Q3 		$844K Sell
25,188
-900
-3% -$29.7K 0.16% 113
2018
Q2 		$825K Hold
26,088
– – 0.17% 108
2018
Q1 		$812K Sell
26,088
-570
-2% -$18.4K 0.17% 106
2017
Q4 		$850K Buy
26,658
+993
+4% +$30.8K 0.19% 101
2017
Q3 		$775K Sell
25,665
-2,142
-8% -$62.4K 0.18% 105
2017
Q2 		$794K Sell
27,807
-6,306
-18% -$178K 0.2% 97
2017
Q1 		$943K Sell
34,113
-9,903
-22% -$273K 0.26% 85
2016
Q4 		$1.17M Buy
44,016
+813
+2% +$20.8K 0.41% 70
2016
Q3 		$1.06M Buy
43,203
+459
+1% +$11.4K 0.37% 69
2016
Q2 		$1.02M Buy
+42,744
New +$1.02M 0.38% 68

Other funds holding RESP

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Clearwater Capital Advisors's RESP Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2020, closing a stake of 5,445 shares — an estimated $201K sold.

Clearwater Capital Advisors first reported a position in RESP in Q2 2016 and held it in 15 quarters. The position peaked at $1.17M in Q4 2016. 29 funds tracked by Wall St. Rank hold RESP as of Q1 2020.

  • Clearwater Capital Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2020 after selling out during the quarter.
  • Clearwater Capital Advisors sold 5,445 WisdomTree U.S. ESG Fund shares in Q1 2020, an estimated $201K.
  • Clearwater Capital Advisors first reported a position in WisdomTree U.S. ESG Fund in Q2 2016 and held it in 15 quarters.
  • Clearwater Capital Advisors's WisdomTree U.S. ESG Fund position peaked at $1.17M in Q4 2016.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.