Fidelity Investments’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Fidelity Investments’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	-2	Closed	-$98	–	5833
2023 Q4	$98	Buy	+2	New	+$92	﹤0.01%	4947
2023 Q3	–	Sell	-1	Closed	-$46	–	5595
2023 Q2	$46	Hold	1	–	–	﹤0.01%	5032
2023 Q1	$43	Hold	1	–	–	﹤0.01%	4999
2022 Q4	$41	Hold	1	–	–	﹤0.01%	4981
2022 Q3	$0	Buy	+1	New	+$43	﹤0.01%	5527
2022 Q2	–	Sell	-1	Closed	–	–	5629
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5632
2021 Q4	$0	Buy	+1	New	+$49	﹤0.01%	5088
2021 Q2	–	Sell	-1	Closed	–	–	5053
2021 Q1	$0	Buy	+1	New	+$42	﹤0.01%	4660
2019 Q1	–	Sell	-1	Closed	–	–	4323
2018 Q4	$0	Buy	+1	New	+$31	﹤0.01%	4283

Other funds holding RESP

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

Fidelity Investments's RESP Position: Q1 2024 in Review

Fidelity Investments sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 2 shares — an estimated $98 sold.

Fidelity Investments first reported a position in RESP in Q4 2018 and held it in 9 quarters. The position peaked at $98 in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

Fidelity Investments reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 2 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $98.
Fidelity Investments first reported a position in WisdomTree U.S. ESG Fund in Q4 2018 and held it in 9 quarters.
Fidelity Investments's WisdomTree U.S. ESG Fund position peaked at $98 in Q4 2023.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.