FSG
RESP

Financial Strategies Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Financial Strategies Group’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
-18,612
Closed -$687K – 53
2019
Q4 		$687K Buy
+18,612
New +$658K 0.55% 19

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

Financial Strategies Group's RESP Position: Q1 2020 in Review

Financial Strategies Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2020, closing a stake of 18,612 shares — an estimated $687K sold.

Financial Strategies Group first reported a position in RESP in Q4 2019 and held it in 1 quarter. The position peaked at $687K in Q4 2019. 29 funds tracked by Wall St. Rank hold RESP as of Q1 2020.

  • Financial Strategies Group reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2020 after selling out during the quarter.
  • Financial Strategies Group sold 18,612 WisdomTree U.S. ESG Fund shares in Q1 2020, an estimated $687K.
  • Financial Strategies Group first reported a position in WisdomTree U.S. ESG Fund in Q4 2019 and held it in 1 quarter.
  • Financial Strategies Group's WisdomTree U.S. ESG Fund position peaked at $687K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2020.

Based on Financial Strategies Group's 13F filing for Q1 2020, filed 12 May 2020.