First Allied Advisory Services’s WisdomTree U.S. ESG Fund RESP Stock Holding History

First Allied Advisory Services’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 Q3	$615K	Buy	16,876 +1,011	+6%	+$36.4K	0.02%	622
2020 Q2	$532K	Buy	15,865 +1,325	+9%	+$41.6K	0.02%	635
2020 Q1	$399K	Buy	14,540 +8,750	+151%	+$297K	0.02%	668
2019 Q4	$213K	Buy	5,790 +1,600	+38%	+$56.6K	0.01%	1091
2019 Q3	$142K	Buy	+4,190	New	+$141K	0.01%	1165

Other funds holding RESP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

First Allied Advisory Services's RESP Position: Q3 2020 in Review

First Allied Advisory Services increased its WisdomTree U.S. ESG Fund (RESP) stake by 6.4% in Q3 2020, buying an estimated $36.4K and bringing the position to 16,876 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #622.

First Allied Advisory Services first reported a position in RESP in Q3 2019 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold RESP as of Q3 2020.

First Allied Advisory Services held 16,876 shares of WisdomTree U.S. ESG Fund worth $615K as of Q3 2020.
First Allied Advisory Services bought 1,011 WisdomTree U.S. ESG Fund shares in Q3 2020, an estimated $36.4K.
WisdomTree U.S. ESG Fund made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #622 holding.
First Allied Advisory Services first reported a position in WisdomTree U.S. ESG Fund in Q3 2019 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.