Financial Advocates Investment Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Financial Advocates Investment Management’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
2023 Q3	–	Sell	-10,792	Closed	-$496K	–	739
2023 Q2	$496K	Sell	10,792 -5,025	-32%	-$221K	0.04%	412
2023 Q1	$682K	Buy	15,817 +460	+3%	+$19.6K	0.05%	363
2022 Q4	$631K	Buy	15,357 +129	+0.8%	+$5.32K	0.05%	401
2022 Q3	$582K	Buy	15,228 +7,553	+98%	+$322K	0.05%	376
2022 Q2	$313K	Buy	7,675 +3,365	+78%	+$148K	0.03%	496
2022 Q1	$208K	Buy	+4,310	New	+$207K	0.01%	676

Other funds holding RESP

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Financial Advocates Investment Management's RESP Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q3 2023, closing a stake of 10,792 shares — an estimated $496K sold.

Financial Advocates Investment Management first reported a position in RESP in Q1 2022 and held it in 6 quarters. The position peaked at $682K in Q1 2023. 37 funds tracked by Wall St. Rank hold RESP as of Q3 2023.

Financial Advocates Investment Management reported no remaining WisdomTree U.S. ESG Fund position as of Q3 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 10,792 WisdomTree U.S. ESG Fund shares in Q3 2023, an estimated $496K.
Financial Advocates Investment Management first reported a position in WisdomTree U.S. ESG Fund in Q1 2022 and held it in 6 quarters.
Financial Advocates Investment Management's WisdomTree U.S. ESG Fund position peaked at $682K in Q1 2023.
37 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.